How to use

Articles are ordered as someone would experience RPM. For example, login, dashboard, processes, etc.

Add Links to Files Box
To add a link to a form click + Add a link located in the Files box.  Enter the Name and Url for the link.  If necessary...
Mon, 6 Jul, 2015 at 10:32 PM
User Menu
Looking at the right side of the page, you will see your username, which will be in place of the currently displayed, RPM Support.  ...
Tue, 23 Aug, 2016 at 3:56 PM
Process View Filter
You have the ability to filter any view to identify forms within a process that meet your criteria. To Filter, click on the Filter button.  With F...
Wed, 8 Sep, 2021 at 10:35 AM
Add Participants
Users are added to a form as Participants to grant access to and allow them to interact with that form. To add a user to a form, you must first be a par...
Tue, 19 Jul, 2022 at 3:36 PM
View & Filter Table Fields
Adding table fields to your process view is a good way to expand your reporting functionality. Some of the functionality includes adding a single row fro...
Mon, 14 Aug, 2023 at 1:54 PM
View Owner
When a user creates a view, they become the Owner of that view. View access can either be shared or private. Shared views can be accessed by any us...
Wed, 22 Apr, 2020 at 9:41 AM
Favorite Views
You can favorite Views so that they will always be sorted to the top of your Views list. This will allow you to easily find your most commonly used Views. B...
Wed, 11 May, 2022 at 1:28 PM
Process Archive
When a new Process is added, its initial state is referred to as Active. In an Active state, users whose Role or Staff Group have permission can use it acco...
Fri, 26 Aug, 2022 at 4:56 PM
Process Deletion
 For whatever reason you may have for deleting a Process, you can do so by clicking Delete. However, you will not be able to remove a Process if the p...
Fri, 26 Aug, 2022 at 5:11 PM
Default Columns (process view)
Top menu >> Setup  You can select the default columns for the 'All' view for each process.  From the Setup page click on the p...
Fri, 13 Nov, 2015 at 10:59 AM