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
Form Owner allows you to choose who the owner of the form would be depending on who starts it. This feature allows you to assign a certain users to be the o...
Wed, 14 May, 2025 at 9:22 AM
Workflow for process setups allows users to create Status levels and set automation throughout the process. Status Levels - The first status ...
Tue, 15 Mar, 2022 at 9:07 AM