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 […]

SSO · Okta

Note* At this time, SSO can only be used for authentication. We do not provision profiles through SSO. We will need 3 pieces of information. Client ID Client Secret Okta doman Overview Create App Integration Copy required information Configure dashboard app Create App Integration Under Applications click Create App Integration Select “OIDC – OpenID Connect” […]

SSO · Azure AD Instance

Note* At this time, SSO can only be used for authentication. We do not provision profiles through SSO. To setup a specific Azure AD Instance we will need the following Application (client) ID Directory (tenant) ID OpenID Connect metadata document Application (client) Secret Value Overview Register application Configure authentication Generate application secret Configure branding 1. […]

Deep Linking Forms and Pre-filling Fields

This guide walks through linking to an iScout form from another app or website and pre-setting values on the form when the link is clicked. Linking to an iScout Form You can link to an iScout web form by right-clicking the “Fill Out” button and choosing “Copy Link Address”: https://acme.iscout.com/forms/responses/new/6512 In some cases, you may […]