Process >> Workflow
Actions are like your reminders in Outlook or Gmail. You can add actions on the fly or have action triggers setup that fire automatically when a certain sta...
Wed, 23 Jan, 2019 at 4:24 PM
Top menu >> Setup >> Select process >> Workflow tab You can create action types which allow you to set conditions such as who can edi...
Wed, 23 Jan, 2019 at 4:33 PM
Top menu >> Setup >> Any process >> Workflow tab
Action triggers will have an option to assign the action to a group. When the trigg...
Wed, 24 Feb, 2016 at 9:02 AM
Top menu >> Setup >> Select process >> Workflow tab A Status trigger automatically triggers a form to be set to a specific status when...
Wed, 23 Jan, 2019 at 4:13 PM
Top Menu >> Setup >> Select Process >> Workflow tab An approval can be setup for certain processes to make sure that the inf...
Fri, 28 Jul, 2023 at 12:51 PM
Status level are a handy tool to report on forms that are at a certain stage in the life cycle of that process. From this page you have the ability to...
Fri, 19 Aug, 2022 at 10:40 AM
Top Menu >> Setup >> Select Process >> Workflow tab Form Owner allows you to choose who the owner of the form would be depending on...
Wed, 23 Jan, 2019 at 4:46 PM
You can add a participant when you either add or edit an action by clicking +Add a participant.
Click on a user name to add or use t...
Thu, 11 Aug, 2016 at 2:15 PM
Top menu >> Setup >> Select process >> Workflow tab
In order to setup this action trigger you need an Agency and Rep reference ...
Mon, 14 Nov, 2016 at 1:28 PM
Your Opportunity, Order and Commission Inquiry processes are setup with statuses that will help you report on where the Opportunity, Order or Commission Inq...
Tue, 29 Jan, 2019 at 4:06 PM