Process Management / Dashboards / Widgets / Setup
Add an Actions Widget to a Dashboard to display a user’s Actions. Up to 10 actions will be displayed in the widget.
The actions widget also serves ...
Thu, 21 Apr, 2016 at 2:39 PM
Top menu >> Setup >> Dashboard
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See also:
All Widgets
Thu, 21 Apr, 2016 at 2:54 PM
Adding a Process Group Widget to a dashboard will give you access to a process group from the processes page. For example, the Sales / CRM process group.
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Thu, 21 Apr, 2016 at 2:41 PM
Add a Process Start Widget to a Dashboard to easily start a process form.
For example, clicking Start Commission Dispute will open a commission dis...
Thu, 21 Apr, 2016 at 2:41 PM
Adding a Process View Link Widget will give you quick access to a view.
For example, If you click on the View Orders you will see the Order forms. ...
Thu, 21 Apr, 2016 at 2:42 PM
Adding a Process Breakdown Widget allows you to display the breakdown of List, Reference, Yes/No fields, and status levels. There are four Render types you ...
Wed, 5 Sep, 2018 at 1:46 PM
The Owner List widget shows the processes for which the user is the owner of.
See also:
All Widgets
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Thu, 21 Apr, 2016 at 2:48 PM
The Participant List Widget shows the number of forms the user is a participant of in a process.
See also:
All Widg...
Thu, 21 Apr, 2016 at 2:43 PM
The Process Field Search widget now allows the user to define their search right from the dashboard from the drop down menu.
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Thu, 21 Apr, 2016 at 2:43 PM
Top menu >> Setup >> Email integration
Email integration attaches emails to specific process forms. At RPM Software, we use Email Integr...
Wed, 8 Apr, 2015 at 8:29 PM