Workflow Automation admin guides
Getting started
- Overview
- The path to successful process implementation
- Preparing for process automation
- Getting end users to use your workflow system
- New user trial guide
Actions menu
Processes
- Introduction
- Process library overview
- Create a new process
- Process importing
- Process menu: Process builder
- Process menu: Task tab
- Process menu: Request detail config
- Process menu: KPIs
Process detail
- Process detail: Enabling ad-hoc-related requests
- Process detail: Copying/exporting/versioning
- Process detail: Deleting a process
- Process detail: Form questions
- Process detail: Links/API options
- Process detail: Publish status
- Process detail: Set roles and permissions
- Process menu: Process detail
- Process menu: Run request
- Process menu: Discussion tab
- Process menu: Flow view
- Task overview
- Creating a task
- Task menu options
- Task menu: Edit detail
- Task menu: Configure rules
- Task menu: Display settings
- Task menu: Notification settings
- Task menu: Reminders and timeouts
- Task menu: Advanced settings
- Task menu: Dynamic names
- Task menu: Recipients
- Task menu: Assignment settings
- Task menu: Recipient rules
- Complete list of task types
- Standard task: Approval task
- Approval task: Approval by email
- Approval task: Approval with comments
- Approval task: Displaying forms in an approval
- Approval task: Previous approvers
- Standard task: Counter task
- Standard task: Data container
- Standard task: Dynamic assigner
- Standard task: Dynamic notification
- Standard task: Excel batch
- Standard task: Excel import
- Standard task: Form task
- Standard tasks: Form prefills
- Standard task: Form assigner
- Standard task: FTP push task
- Standard task: General notification
Standard task
- Passing data from a child request back to the parent
- Premium (add-on) task: Office templating
- Standard task: Launch request
- Standard task: Local file copy
- Standard task: Milestone
- Standard task: Open URL
- Standard task: PDF generator
- Standard task: PDF merge
- Standard task: Task assigner
- Standard task: Task scheduler
- Standard task: User profile
- Integration task: Command line
- Integration task: Database pull
- Integration task: Database push
- Integration task: REST client
- Integration task: Web service
Integration task
Forms
- Overview
- Create a new form
- Create form questions
- Edit form questions
- Contact search question
- Form preview and editor
- Form rules (show/hide)
- Calculations in forms
- Importing and exporting forms
- Form templates
- Using the grid question
- Set up a request record
- CSS styles in forms
- Developer form
- Calendar field
- Adding attachments to forms
Reports and KPIs
- Overview
- Planning reports
- Creating reports
- Report filters
- Report limits
- Report chart options
- Report columns
- Manage task reports
- The manage task report column
- KPI overview
- Defining process KPIs
- Displaying KPIs for an individual request
- Adding process KPIs to a dashboard
Users groups and categories
- Overview
- Active and inactive users
- Add users
- Categories
- Creating a public-facing form and guest users
- Delegations
- Groups
- Replace users
- User self-registration
- View/edit/search users
Settings
- Overview
- Business hours
- Credential center
- Database sources
- Email monitors
- Holidays
- Notification center
- Password settings
- Report scheduler
- Single sign-on (SSO)
- System messages
- Translations
Dashboards
- Overview
- Dashboard interface
- Creating dashboards
- Configuring dashboards
- Adding a widget/HTML widget to your dashboard
- Adding a report to a dashboard
- Using the dashboard HTML panel widget
- Assigning and sharing dashboards
- Launch buttons
System settings
On-premises installation
Development resources
- Overview
- Nutrient Workflow Automation Platform architecture
- API information
- Security overview
- Nutrient Workflow Automation Platform AWS private cloud infrastructure
- JavaScript help
- Creating new dashboard widgets
- Title 21 CFR Part 11 (FDA regulated) compliance
- Nutrient Workflow Automation Platform 508 compliance