Workflow Automation admin guides
This guide covers all administrative functions in Nutrient Workflow Automation Platform. As an administrator, you can configure processes, manage users and groups, create forms, set up reports, and customize system settings.
Getting started
Essential setup and planning guides for new administrators:
- 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: Document generation
- 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