How to use
Articles are ordered as someone would experience RPM. For example, login, dashboard, processes, etc.
This solution goes over how to update your current Agent and Customer dashboard and widgets now that making Agent and Customer views is possible in RPM 26. ...
Wed, 7 Feb, 2024 at 8:23 AM
Top menu >> Processes >> Drafts
You have the option in the setup of a process template to make attaching a file in a folder required. Th...
Wed, 27 Apr, 2016 at 8:32 PM
This video goes over the process to update widgets on Customer dashboards now that making shared views for Customer users is possible in an addition to RPM ...
Wed, 7 Feb, 2024 at 8:37 AM
The Add/Edit form button will allow you to add a new form or edit an existing form without leaving the one you are currently working on. This option will be...
Thu, 29 Jul, 2021 at 4:10 PM
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
The Search function will allow you to search for specific values across all your forms in the process. Top Menu >> Processes >> Search ...
Thu, 21 Sep, 2023 at 3:02 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
The duration field is used to track the length of time on a process form. This field is able to track time units of, seconds, minutes, hours, days, weeks, m...
Fri, 8 Mar, 2024 at 9:33 AM
You can import into a List field using values that are predetermined when the field was setup. This makes it so that users can only import specific values i...
Fri, 23 Feb, 2024 at 2:51 PM
Your Opportunity, Order and Commission Inquiry processes are setup with statuses that will help you report on where the Opportunity, Order or Commission Inq...
Tue, 29 Jan, 2019 at 4:06 PM