Process >> Fields
Setup The Duration field is used to capture data related to units of time. The Eligible unit(s) for the Duration field are: seconds, minutes, hours, ...
Thu, 16 May, 2024 at 10:55 AM
You can use the formula field to construct simple equations using eligible fields in a process. It can also be used to calculate data using dates. The...
Thu, 30 May, 2024 at 9:29 AM
A Reference field allows you to pull data from other places in RPM. You can pull data from Suppliers, Customers, Agencies, Reps, Staff, and other Process fo...
Tue, 30 Jul, 2024 at 3:42 PM
Use the By parent field option in the setup of a process reference field to limit the forms or options shown to users and to increase ease of data entry ...
Thu, 6 Jun, 2024 at 3:16 PM
On both Defined row and Free row type table fields, a user can download individual tables to Excel from form display. On form display hover over the bottom ...
Thu, 27 Jun, 2024 at 2:51 PM
Click on the links corresponding to the different field types to learn more about each one. Reference – references data from Processes, Customers, Agency,...
Tue, 2 Nov, 2021 at 10:33 AM
You can add a Totals row to automatically sum up any list option, quantity, decimal, money, or formula field in a table. These totals are the values used in...
Fri, 28 Jun, 2024 at 10:10 AM
In order to add a shared field, you need to have a reference field to be the source from which you are going to share the data from. For instance a customer...
Thu, 4 Jul, 2024 at 2:10 PM
A Text field is used when the data entered into the field will contain descriptions, names, places, events, or any alphanumeric value. Field: Enter the f...
Fri, 23 Aug, 2024 at 1:27 PM
To ensure that data is collected in a certain way in a text field, you can use the Enforce pattern option. Set Enforce pattern to Yes. You can use a &qu...
Fri, 11 Oct, 2024 at 9:15 AM