Process >> Template

Import Process Template
To import a process template you must first download a process template.  To download a process template navigate to Setup. Choose th...
Fri, 29 Apr, 2016 at 2:16 PM
Process Security
To configure process security, navigate to your desired process template and click Security. Staff users In the Add role or group dropdown, ...
Thu, 24 Jun, 2021 at 8:14 PM
Whether it be a safety meeting, work order, quote, or inspection process collecting a signature is an important component. For some definitions of Elect...
Fri, 28 Apr, 2017 at 10:11 AM
Electronic Signatures Definitions
An electronic signature, defined by the Canadian Personal Information Protection and Electronic Documents Act (PIPEDA), is “a signature that consists of one...
Thu, 17 May, 2018 at 2:04 PM
Process Security Setting
Top menu >> Setup >> select/click process (eg: Order, Quote, Commission Issue) You dictate which users can start, read or edit any ...
Mon, 16 May, 2016 at 3:34 PM
Layout Quick Share
Enable Quick Share from Settings.   There are two quick share options, internal and external. Internal quick share is to be used for users. Exte...
Mon, 25 Nov, 2019 at 8:10 AM
Short URL in Layout
To enable users to view the source form of a layout, add a short URL from the Form information section in layout menu.
Mon, 12 Apr, 2021 at 12:20 PM
Visibility & names
Top Menu >> Setup >> Process >> Settings  In the template setup of a process you have the ability to rename, hide or show the boxe...
Fri, 22 Apr, 2016 at 1:09 PM
Setup Processes Template Options
Top left menu >> Setup >> Click on desired process >>   Archive and Remove the current process. Archiving will preserve th...
Wed, 23 Jan, 2019 at 3:02 PM
Visibility & Names (process settings)
Top menu >> Setup >> click process >> Settings The Visibility & names setting allows you to choose the boxes that accompany a form i...
Fri, 4 Mar, 2016 at 3:16 PM