RPM Software

Top menu >> Processes >> Select any process In certain situations it can save time to import and create new process forms (eg: orders, quote...

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...

If you need more information on import in general please refer to this guide, as this article assumes prior knowledge of how to import into Processes.  ...

In RPM 24 we changed the way RPM writes data to Excel. Previously, RPM would sort the rows as they were in the view. With RPM 24, the rows are written to th...

Adding on users as participants grants them access to the form. Permissions are determined by the process security settings. The most common reasons to add ...

When viewing either built-in, shared, or private views in a process, the Reports menu has various options that can be helpful to quickly total money columns...

A process view displays fields as columns and forms as rows. Process views allow a user to filter information to display specific information or key perform...

Add customer participant en masse is used when you are enabling customer users, and need to add them as participants to processes they are referenced in.  ...

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...

This feature is used to add agent participant to all forms that they meet the requirements for. Only enabled Agent users can be participants on forms. Th...