Process Management / Dashboards / Widgets / Setup

More... Button on Form Page
The More button drop down menu has a variety of handy options.  Special edit: Special edit ignores all field security rules and field groups. ...
Thu, 24 Mar, 2016 at 2:30 PM
Staff Groups - Dashboards
Top menu >> Setup >> Dashboards Dashboards can be built for groups just like they can for roles. When a user belongs to one or more grou...
Tue, 26 Apr, 2016 at 12:51 PM
Staff Groups - Action Triggers
Top menu >> Setup >> Any process >> Workflow tab Action triggers will have an option to assign the action to a group. When the trigg...
Wed, 24 Feb, 2016 at 9:02 AM
Staff Groups - Add Participants
By setting up staff groups you will have the additional ability to add staff groups (and therefore all users in the group) all at the same time as participa...
Wed, 24 Feb, 2016 at 9:02 AM
Setup Processes Template Options
Top left menu >> Setup >> Click on desired process >>   Archive and Remove the current process. Archiving will preserve th...
Wed, 23 Jan, 2019 at 3:02 PM
Visibility & Names (process settings)
Top menu >> Setup >> click process >> Settings The Visibility & names setting allows you to choose the boxes that accompany a form i...
Fri, 4 Mar, 2016 at 3:16 PM
Portal Widget
Adding a Portal Widget to a Dashboard gives users a convenient option to access the navigation options available in the Top Menu. ...
Thu, 21 Apr, 2016 at 2:39 PM
Announcement Widget
Add an Announcement Widget to a Dashboard to display important information throughout your company. To edit the Announcement widget click Ann...
Thu, 21 Apr, 2016 at 2:39 PM
Search
A widget that shows a search for things other than processes. Enter the widget name and select the scope after.  Click Done. ...
Mon, 26 Sep, 2016 at 3:34 PM
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 ...
Fri, 6 Oct, 2017 at 8:51 AM