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...
Fri, 9 May, 2025 at 9:12 AM
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
Staff Groups can be set as the Assignee for Action Triggers. This can be used to create actions or notifications for multiple users at the same time. When t...
Tue, 13 May, 2025 at 9:53 AM
A Status trigger will automatically set a form to a specific status when a field is populated. Status triggers can fire multiple times and will follow the h...
Tue, 13 May, 2025 at 11:00 AM
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