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 …

Activate Your Custom Dashboard

Site settings To activate your custom dashboard you will need to navigate to CONTROL PANEL > under the HOME SETTINGS > Check the box that says SHOW CUSTOM DASHBOARDS. Keep in mind that checking this box will activate the new dashboard for all users. Be sure to have some widgets available that any type of …

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 …

Workflow Report

To view the status of completed or in-progress workflows you will access the Workflow Report. Here you can view where the workflow is in the process, initiate follow-ups, print reports and more. View a completed or in-progress workflow Navigate to CONTROL PANEL > FORMS > WORKFLOW REPORT Use the page filters to find a specific …