Process Management / Dashboards / Widgets / Setup

Process Sum Trend Widget
The Trend Widget displays Process Sum Widget data on a normalized scale so users can see variance in trend lines. For example, maybe you want to see the tot...
Wed, 5 Sep, 2018 at 3:22 PM
Process Form Reference View Limit
When referencing forms from a process in another process, you can select a view of forms to display. For example, if you have a process tracking products or...
Wed, 5 Sep, 2018 at 3:48 PM
Dashboard Pages
Use dashboard pages to provide users with organized access to data you know that they want and use frequently.  Consider a dashboard that displays laggi...
Thu, 6 Sep, 2018 at 5:47 PM
Process Setup - Tabs
In order this article will describe briefly what each tab in the setup of a process does and provide links to each with more information.   Templa...
Thu, 24 Jan, 2019 at 4:21 PM
Process Setup - Workflow
Workflow for process setups allows users to create Status levels and set automation throughout the process.   Status Levels - The first status ...
Thu, 24 Jan, 2019 at 3:47 PM