Purpose of Setup
Setup is where you create processes, process groups, and dashboards. It is also where you manage process flow, process settings, email notificat...
Fri, 16 Jan, 2015 at 12:04 PM
To find the Template, click the Top Menu and choose Setup. Click the process you want to setup. In this case, we wan...
Fri, 16 Jan, 2015 at 12:06 PM
Table Field
With the table field, create table columns with customized field types that match the data you want to collect and table rows with either defined rows or Us...
Tue, 23 Aug, 2016 at 4:31 PM
Archived Fields
Archive a field when collecting its data is no longer necessary. Archiving a field removes it from a process, however, its data remains and can still be cho...
Tue, 20 Jan, 2015 at 8:17 PM
Email Integration
Email integration attaches emails to specific process forms. At RPM Software, we use Email Integration to supplement our Lead Contact Log and Client Interac...
Wed, 21 Jan, 2015 at 1:16 PM
Field Groups
Based on field value(s) or status level, other fields can either be shown or hidden, this is called a field group. Field Groups Controlled by a Sing...
Wed, 21 Jan, 2015 at 12:37 PM
Setup History
Setup History is located in Setup. 
Wed, 22 Apr, 2015 at 1:19 PM
Deleted Form History
To access the form edit history of deleted forms, click the top menu and navigate to Setup. Click Deleted forms.  ...
Wed, 22 Apr, 2015 at 1:27 PM
Text Field Pattern
To ensure that data is collected a certain way in a text field use the, Enforce pattern option. When setting up a text field choose Yes for Enforce ...
Wed, 18 Nov, 2015 at 6:14 PM
Inline Options for Multi-Select Field
If you are using a multi-select list field that has many options, you may want to render them inline, meaning that they will be formatted horizontally inste...
Mon, 22 Feb, 2016 at 3:00 PM