Process Management / Dashboards / Widgets / Setup

Actions Widget
Add an Actions Widget to a Dashboard to display a user’s Actions. Up to 10 actions will be displayed in the widget. The actions widget also serves ...
Thu, 21 Apr, 2016 at 2:39 PM
Unread List Widget (Needs Text - Under Construction)
Top menu >> Setup >> Dashboard Unread List See also: All Widgets
Thu, 21 Apr, 2016 at 2:54 PM
Processes Group Widget
Adding a Process Group Widget to a dashboard will give you access to a process group from the processes page. For example, the Sales / CRM process group. ...
Thu, 21 Apr, 2016 at 2:41 PM
Process Start Link Widget
Add a Process Start Widget to a Dashboard to easily start a process form. For example, clicking Start Commission Dispute will open a commission dis...
Thu, 21 Apr, 2016 at 2:41 PM
Process View Link Widget
Adding a Process View Link Widget will give you quick access to a view. For example, If you click on the View Orders you will see the Order forms. ...
Thu, 21 Apr, 2016 at 2:42 PM
Process Breakdown Widget
Adding a Process Breakdown Widget allows you to display the breakdown of List, Reference, Yes/No fields, and status levels. There are four Render types you ...
Wed, 5 Sep, 2018 at 1:46 PM
Owner List Widget
The Owner List widget shows the processes for which the user is the owner of.  See also: All Widgets ...
Thu, 21 Apr, 2016 at 2:48 PM
Participant List Widget
The Participant List Widget shows the number of forms the user is a participant of in a process.  See also: All Widg...
Thu, 21 Apr, 2016 at 2:43 PM
Process Field Search Widget
The Process Field Search widget now allows the user to define their search right from the dashboard from the drop down menu.  ...
Thu, 21 Apr, 2016 at 2:43 PM
Email Integration
Top menu >> Setup >> Email integration Email integration attaches emails to specific process forms. At RPM Software, we use Email Integr...
Wed, 8 Apr, 2015 at 8:29 PM