Workflow Extender

Field Change Tracker
Tracks changes of the specified form fields. If at least one of them changes - performs a configured action. Available actions are: Create a configu...
Fri, 25 Nov, 2022 at 12:28 PM
Actions as Forms
Actions as Forms takes the power of forms and uses them as actions instead of the built in actions in RPM. Creating an actions/task process provides more fl...
Tue, 5 Oct, 2021 at 11:03 AM
Historian
Historian provides a time stamp of form edits and places the data directly into a table on the form for easy reference to historical changes over the form&#...
Tue, 5 Oct, 2021 at 11:02 AM
Event Based Preventative Maintenance
The Workflow Extender can be used in Preventative Maintenance of your equipment.  Your equipment must have a maintenance schedule that is related to hours, ...
Fri, 25 Nov, 2022 at 12:32 PM
Auto Archive Employee Profiles & Their Records
Within our Training Tracking process, you have the ability to mark when an employee is no longer an active employee with your company. When the status of th...
Fri, 25 Nov, 2022 at 12:32 PM
Adding Participants Based on Staff Users Captured in a Table Field
With the Workflow Extender Add On, you have the ability to capture user names in a table field and have those users added as participants to the form.  ...
Fri, 19 Nov, 2021 at 2:16 PM
Agency/Customer/Supplier to Process Sync
The ability to sync RPM's commission entities (agencies, customers, and suppliers) to processes offers many beneficial project management tools that RPM...
Fri, 29 Apr, 2022 at 11:53 AM
Improved Customer Management
To compliment the Customer basic entity in RPM, converting the customer information into a process offers many benefits. By creating a customer process, you...
Mon, 11 Dec, 2023 at 11:44 AM
Improved Agency Management
Turning the agency entity in RPM into a process offers many benefits that can bring your agency and agency commissions management to the next level. By crea...
Mon, 11 Dec, 2023 at 11:41 AM
Improved Supplier Management
Using the Supplier process can complement the existing Supplier page in RPM. Processes provide more flexibility and by creating the Supplier process, it can...
Thu, 23 Nov, 2023 at 2:17 PM