How to use
Articles are ordered as someone would experience RPM. For example, login, dashboard, processes, etc.
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
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
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
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 To add fields to a view from a table field, edit view. Under Columns click Select columns. Table fields have their own section. Select...
Thu, 5 Oct, 2017 at 9:53 AM
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
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
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
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
Top menu >> Setup
You can select the default columns for the 'All' view for each process.
From the Setup page click on the...
Fri, 13 Nov, 2015 at 10:59 AM