Process Management / Dashboards / Widgets / Setup

Action View Link Widget
The Action View Link Widget can show you all actions or your actions for any of your processes.  See also: ...
Thu, 21 Apr, 2016 at 2:47 PM
Email Notification
To receive email notification from RPM you need to make sure that you have entered your email address for your profile.  Click on your name top right ...
Tue, 21 Apr, 2015 at 3:42 PM
Yes/No List Fields Widget
The Yes/No List Field widget displays summary information of the number of Yes values and the number of No values. An example of the setup is sho...
Thu, 21 Apr, 2016 at 2:47 PM
Yes/no list breakdown Widget
The Yes/no breakdown widget, displays the breakdown of values from Yes/no list fields. To setup this widget enter a Widget na...
Thu, 21 Apr, 2016 at 2:47 PM
Top Form Widget
Top menu >> Setup >> Dashboard The Top Form Widget shows the most recent started form in a process.  Widget nam...
Thu, 21 Apr, 2016 at 2:47 PM
Reference Field
A Reference field allows you to pull data from other places in RPM Telco. For example, data from Supplier, Customer, Agency, Rep, Process form and Staff ...
Mon, 17 Jul, 2017 at 3:45 PM
Shared Field
In order to add a shared field you need to have a reference field to the source from which you are going to share the data. For instance a customer, agency,...
Fri, 11 Mar, 2016 at 3:04 PM
Text Field
A Text field is used when the data entered into a field will contain descriptions or people, places, or events that are unknowable in advance.  Field: Cha...
Mon, 12 Mar, 2018 at 1:19 PM
List Field
Use a List Field when the choices for the data in response to a field are fixed, or you want them to be fixed. There are two options for list fields, S...
Mon, 14 Mar, 2016 at 10:48 AM
Date Field
There are two types of Date fields available, Date and Date and Time. Date Choose a Date field when the only data you want is the date, as see...
Mon, 14 Mar, 2016 at 10:58 AM