Process Management / Dashboards / Widgets / Setup

Dashboard Presentation Mode
Have a dashboard that you want to display in a common area of your office? For example, maybe you want to display incoming sales or signed contracts? Or...
Wed, 5 Sep, 2018 at 1:17 PM
Process Sum Trend Widget
The Trend Widget displays Process Sum Widget data on a normalized scale so users can see variance in trend lines. For example, maybe you want to see the tot...
Wed, 5 Sep, 2018 at 3:22 PM
Process Form Reference View Limit
When referencing forms from a process in another process, you can select a view of forms to display. For example, if you have a process tracking products or...
Wed, 5 Sep, 2018 at 3:48 PM
Dashboard Pages
Use dashboard pages to provide users with organized access to data you know that they want and use frequently.  Consider a dashboard that displays laggi...
Thu, 6 Sep, 2018 at 5:47 PM
Process Setup - Tabs
In order this article will describe briefly what each tab in the setup of a process does and provide links to each with more information.   Templa...
Thu, 24 Jan, 2019 at 4:21 PM
Process Setup - Workflow
Workflow for process setups allows users to create Status levels and set automation throughout the process.   Status Levels - The first status ...
Thu, 24 Jan, 2019 at 3:47 PM
Add a New Process
Top Left Menu (Hamburger) > Setup > + Add a process Then give the process a name and assign it a process group.
Mon, 29 Jul, 2019 at 1:43 PM
Import/Copy a Process
Every process in RPM can be downloaded as a XML file and imported into RPM again to create the template of the process.  This can be useful if you want to c...
Mon, 29 Jul, 2019 at 2:12 PM
Dynamic Orders - Setup Guide
This is a guide on Dynamic Orders, RPM's solution to tracking the multitude of complicated Orders that the telecommunications industry can make. If you...
Tue, 27 Oct, 2020 at 10:38 AM
Guide to Dynamic Orders
The new Dynamic Orders in RPM Telco makes use of a lot different features in RPM to deliver a well rounded modular workflow that can be customized to track ...
Wed, 31 Jul, 2019 at 4:41 PM