Set responsible party of a step based on previous form response

Conditional Logic – employee’s Relation to the workflow Use conditional logic within workflow steps to select a responsible party that is based on an individual within an employee related field in a previously completed form. For example, when completing the root cause analysis step of a incident report workflow you may want the responsible party […]

Customize Your Dashboard Display

Dashboard Editor Within the Control Panel>Administration click EDIT DASHBOARD to begin customizing your dashboard display. The EDIT DASHBOARD page will only be available to those users whom have been granted permission to edit the dashboard from the Roles and Permissions. Sample widgets will be available which you can edit or remove. From the Dashboard Editor […]