RPM Software

A use of the formula field is calculating a future date. This can be useful when you have the term and you want to determine the end date of a contract for ...

When you start or edit a form, there will be a sidebar displaying your folder structure for the process. You can use this to attach files and links to your ...

The Archive function removes the form from the 'Active' view and any other view that excludes archived forms. Archive is used when you want to prese...

In RPM processes it is possible to do a mass deletion of forms using the currently active view. This is useful if you want to remove older forms, or forms f...

In RPM processes it is possible to do a mass archive of forms using the currently active view. This is useful if you have a large number of forms no longer ...

In Processes, it is possible to do a mass activation of archived forms. This will move the forms from archived status to the active status.     Top Menu...

The special phone field type was a number field that only supported phone numbers. With the sunsetting of the field type in RPM, you will need to migrate fr...

The simple table field type was an alternative to a standard table that allows a compact view of the rows. This table was available for both processes and b...

RPM allows each user to have one thousand active views per section of RPM. This includes built-in, shared, and private views. If you receive the warning tha...

To configure 3rd Party Viewing of Layouts Setup the user and the role... Top menu --> Users --> Staff roles --> + Add a guest role Role...