Process Management / Dashboards / Widgets / Setup

Status (level)
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
Duration field
Setup The Duration field is used to capture data related to units of time.  The Eligible unit(s) are: seconds, minutes, hours, days, weeks, mon...
Fri, 6 Oct, 2017 at 8:44 AM
Attention list Widget
The Attention list widget will display a form count by process for: Actions due for me, Actions due for someone, Approvals required for me, Approvals requir...
Thu, 5 Oct, 2017 at 10:02 AM
Formula Date field
Top menu >> Setup Using the new duration field you can calculate a date using the duration field in combination with a date field. An example woul...
Thu, 5 Oct, 2017 at 12:36 PM
View & Filter Table Fields
View To add fields to a view from a table field, edit view.  Under Columns click Select columns. Table fields have their own secti...
Fri, 6 Oct, 2017 at 9:10 AM
Table Fill
Table Fill sets the rows of table fields using forms in another process. The values in the resulting row can be a mix of the source form and values in this ...
Fri, 9 Mar, 2018 at 2:43 PM
Repeating Fields
Repeating fields in RPM are sets of fields that can be can be created/copied multiple times for the same form. This allows you to have a variable amount...
Thu, 5 Jul, 2018 at 1:57 PM
Process Display Settings
For full setup options for processes  Display settings of processes gives you the ability to customize the look and feel of your process.  Top left ...
Thu, 5 Jul, 2018 at 2:10 PM
Latitude and longitude Field
A field used to record a location with Latitude and longitude. This field has applications if you need certain specific measurements of location for API wor...
Thu, 5 Jul, 2018 at 3:58 PM
Dashboard Presentation Mode
Have a dashboard that you want to display in a common area of your office? For example, maybe you want to display incoming sales or signed contracts? Or...
Wed, 5 Sep, 2018 at 1:17 PM