Forms can be assigned to specific users or groups for completion. The principal effect of assigning a form is that it appears in the Tasks list of every person to whom it is assigned. Also, by default,...
Assigned forms can process responses directly via email through (1) a user replying to an email with an answer, (2) from a user clicking a link in an email, or (3) offering both options. This means that...
When a task is initially assigned, the default behavior of the portal is to send a pop-up notification to the assignee(s), in addition to an email containing the task name, description, and link. Additionally...
This tutorial demonstrates how to set up an Assignment in the manner the Dates (Warn Date, Late Date, etc.) do not change when the Assignment is Reassigned. Example First, we need to create a simple...
When assigning a form, there are date options available that when set, offer opportunity for taking action upon reaching that date. This functionality makes it possible to apply Service Level Agreement...
When a user is assigned a task, the system sends a notification containing task details to the user. Notification methods include email, popup, SMS message, or Twitter. The system can send a notification using one or multiple methods. By default, users receive an email notification and a popup message in the portal to notify of task assignment.
Decisions can send basic email alerts to notify a user of an assignment. These alerts can be customized using flows that allow you to build custom and complex alerts. This example will show the basics...
The Guest account is an optional user accout that can be used to get non-portal users, such as an outside vendor for example, to engage in a flow. The guest account user is enabled under System > Settings > Portal Settings, by checking the Enable Guest Account checkbox found under Portal Settings.
Example One Video: Example Two Video: Every form or task has a setting called "Assignment Type" which is either set to "In Session" or "Assigned". When this is set to "ASSIGNED" it means that...
Sometimes you have a workflow that’s designed and working well but you want to add a new facet to it that automatically completes tasks based on things happening outside the flow. For example you...
This tutorial demonstrates how to use Private and Shared Flow modes in Form steps. This Flow modes are used in the Flow Designer in Form steps. If the Form is Assigned it is possible to perform some...
Assigned forms can process responses directly via email through (1) a user replying to an email with an answer, (2) from a user clicking a link in an email, or (3) offering both options. This means that...
This tutorial demonstrates how to use Auto Complete configurations for the Assigned Forms. With Auto Complete setting we can configure Time Span for the Assignment after which Auto Complete Flow triggers...
Forms can be assigned to specific users or groups for completion. The principal effect of assigning a form is that it appears in the Tasks list of every person to whom it is assigned. Also, by default, the assignee is sent an email to the task.
This tutorial demonstrates how to use Truth Table and simple Approval Chain to create ad hoc approval applications. Example: In this example we are going to use a Truth Table that outputs an Approval...
Decisions includes a pre-built approval flow. This flow allows you to quickly create a flow that requires approval. In the example below, we will demonstrate how to use this pre-built approval flow to quickly create a simple vacation request...
What do you do when you have a lot of tasks in your queue and you have to work them 1 by 1? This is the typical situation in a workflow environment where a certain level of approval has to go to a...