Setup

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
Signatures
Whether it be a safety meeting, work order, quote, or inspection process collecting a signature is an important component. Collecting a signature using ...
Wed, 12 Apr, 2017 at 4:01 PM