Process Management / Dashboards / Widgets / Setup

Add Links to Files Box
RPM Telco adds a layer of organization on top of the most popular cloud-based file storage services. This way mission critical documents and files a...
Thu, 15 Sep, 2016 at 3:56 PM
Using Date and Date and Time Fields in Formula Field
Date and Date and Time fields can be used as inputs in Formula fields. When using a Date or Date and Time field in a formula the output is the number of sec...
Wed, 30 Sep, 2015 at 3:32 PM
Process Template History
Top menu >> Setup >> Select process >> History tab This tab will show you what field was changed or added and the user(s) that mad...
Wed, 18 Nov, 2015 at 3:16 PM
These forms
Top menu >> Processes There are handy functions available in the drop down menu for These forms.  Print all: Print all the forms...
Mon, 16 Nov, 2015 at 11:38 AM
Reports (Process)
When viewing either built-in, shared of private view in a process the Reports menu has various options that can be helpful to quickly Total the money c...
Fri, 13 Nov, 2015 at 11:00 AM
Process View Filter
Top menu >> Processes The Filter button can be used to add an additional filter without editing the view.  Select a fi...
Mon, 23 Nov, 2015 at 11:21 AM
Process Security Setting
Top menu >> Setup >> select/click process (eg: Order, Quote, Commission Issue) You dictate which users can start, read or edit any ...
Mon, 16 May, 2016 at 3:34 PM
Interactive Process Breakdown Widgets
Click on pie slices, bars, and list numbers of process breakdown widgets to automatically filter the forms you want to view.  For example, consider...
Thu, 19 Nov, 2015 at 3:40 PM
Text Field Pattern
Top menu >> Setup To ensure that data is collected a certain way in a text field use the, Enforce pattern option. When setting up a te...
Thu, 19 Nov, 2015 at 4:03 PM
Visibility & names
Top Menu >> Setup >> Process >> Settings  In the template setup of a process you have the ability to rename, hide or show the boxe...
Fri, 22 Apr, 2016 at 1:09 PM