RPM Software

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...

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...

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...

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 ...

Your Opportunity, Order and Commission Inquiry processes are setup with statuses that will help you report on where the Opportunity, Order or Commission Inq...

You can add a participant when you either add or edit an action by clicking +Add a participant. Click on a user name to add or use t...