How to use
Articles are ordered as someone would experience RPM. For example, login, dashboard, processes, etc.
Top menu >> Processes >> Select any process In certain situations it can save time to import and create new process forms (eg: orders, quote...
Thu, 20 Feb, 2025 at 8:28 AM
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
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. ...
Wed, 5 Jul, 2023 at 8:34 AM
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 ...
Mon, 12 Feb, 2024 at 2:32 PM
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...
Fri, 4 Aug, 2023 at 11:23 AM
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. ...
Fri, 25 Feb, 2022 at 1:09 PM
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...
Fri, 3 May, 2019 at 9:26 AM
Top menu >> Processes >> Select any process When repeating fields are created in RPM they are assigned a unique identifier called Form Set s...
Wed, 1 Feb, 2023 at 9:41 AM
In order to (mass) import data into a Form Reference Field you will have to reference the form Number from the process you want to reference. In the ex...
Wed, 24 May, 2023 at 11:16 AM
Top menu >> Processes >> Select any process This will be a guide on how to import into a form with repeating fields without any data. Essent...
Wed, 1 Feb, 2023 at 9:41 AM