How to use
Articles are ordered as someone would experience RPM. For example, login, dashboard, processes, etc.
To configure 3rd Party Viewing of Layouts Setup the user and the role... Top menu --> Users --> Staff roles --> + Add a guest role Role...
Mon, 28 Aug, 2023 at 12:07 PM
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
The More menu, gives you functionality and options for the forms in the current active view. Top menu >> Processes >> More Import: All...
Thu, 1 Feb, 2024 at 11:44 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
Any time you're in a view in RPM, you'll see a Download button on the right side of the toolbar. This button will generate a .xlsx file that you ca...
Thu, 16 Feb, 2017 at 4:03 PM
On the Customer, Agency Supplier and Account page you can find processes that the Customer, Agency, Supplier or Account is referenced in. The Referenced in...
Thu, 28 Sep, 2017 at 10:52 AM
RPM Telco adds a layer of organization on top of the most popular cloud-based file storage services. This way mission critical documents and files a...
Thu, 15 Sep, 2016 at 3:56 PM
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
By setting up staff groups you will have the additional ability to add staff groups (and therefore all users in the group) all at the same time as participa...
Tue, 5 Sep, 2023 at 10:23 AM
Use Notify to manually send an email notification to one, some, or all participants of a form. For example, use Notify if you have made an edit to a...
Tue, 23 Aug, 2016 at 2:06 PM