Setup

Image Encoder
The Image encoder resides on the setup page. Use the image encoder to securely convert either logos or images into base 64 data to populate the HTML field w...
Wed, 18 Nov, 2015 at 6:19 PM
Staff Groups
Staff Groups are a compliment to roles, allow users to have multiple dashboards, and deliver flexible workflow capabilities. Staff Groups c...
Tue, 26 Apr, 2016 at 2:43 PM
Add Participants
Users are added to a form as Participants to grant access to and allow them to interact with that form. To add a user to a form, you must first be...
Wed, 24 Feb, 2016 at 11:00 AM
Optional Form Reference Parent
Use the Optional parent option in the setup of a process reference field to limit the forms shown to users in certain situations and increase ease of data e...
Wed, 24 Feb, 2016 at 11:04 AM
Optional Staff Reference Parent
Use the Optional parent option in the setup of a process reference field to limit the forms shown to users in certain situations and increase ease of data e...
Wed, 24 Feb, 2016 at 9:04 PM
Email Notification
To configure email notification, navigate to Setup and in the Settings box choose Email notification.  E...
Tue, 23 Aug, 2016 at 7:12 PM
Logo
Subscription Logo Set the subscription logo that is shown on the dashboard, by navigating to Setup, then to Dashboard.  ...
Tue, 23 Aug, 2016 at 7:14 PM
List Field
Use a List Field when the choices for data in response to a field are fixed, or you want them to be fixed.  There are two options for list fiel...
Sun, 21 Aug, 2016 at 9:37 AM
Measurement Field
When you are dealing with data that is measured in a type of unit, you will want to use a measurement field. Cube has length, pressure, area, weigh...
Mon, 21 Nov, 2016 at 2:42 PM
Process Security
To configure process security, navigate to your desired process template and click Security. Staff users In the Add role or group dropdown, s...
Thu, 16 Feb, 2017 at 3:41 PM