User Manual

Formula Field
Use the formula field to construct formulas using eligible fields in a process.  Consider the form shown in the screenshot below, which displays a simpl...
Fri, 6 Oct, 2017 at 10:27 AM
Adding Labels to List Fields
Use labels in a single select or multi select list field to separate and organize long lists.  After adding options click + Add labels.  En...
Tue, 7 Jul, 2015 at 9:16 AM
Replacing Old Formula Field
"Old" formula fields will not be supported in future versions of Cube. As such, old formula fields need to be replaced with the "new" fo...
Fri, 14 Aug, 2015 at 1:35 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, 23 Sep, 2015 at 10:58 PM
Process View Filter
If you are looking at a view and want to add a filter, use the Filter button.  With Filter you can filter forms by: Status, Owner, Starte...
Wed, 18 Nov, 2015 at 6:16 PM
Process Archive
When a new Process is added, its initial state is referred to as Unarchived. In an Unarchived state, users whose Role or Staff Group have permission can use...
Tue, 26 Apr, 2016 at 1:45 PM
Process Remove
 For whatever reason you may have for removing a Process, you can do so by clicking Remove. However, you will not be able to remove a Proces...
Mon, 25 Apr, 2016 at 6:56 PM
Import Process Template
To import a process template you must first download a process template.  To download a process template navigate to Setup. Choose the p...
Fri, 29 Apr, 2016 at 2:16 PM
Watching
Email notification can be configured so: none, owners, or all participants of a form are automatically Watching a form. Depending on the setup, u...
Tue, 23 Aug, 2016 at 12:49 PM
Notify
Use Notify to manually send an email notification to one, some, or all participants of a form. For example, use Notify if you have made an edi...
Tue, 23 Aug, 2016 at 6:55 PM