RPM Software

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...

Looking at the right side of the page, you will see your username, which will be in place of the currently displayed, RPM Support.  ...

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...

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...

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...

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...

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...

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...

 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...

Top menu >> Setup  You can select the default columns for the 'All' view for each process.  From the Setup page click on the p...