Workflow Automation Admin Guide
Getting Started
The Path to a Successful Process Implementation
Preparing for Process Automation
Getting End-Users to Use Your Workflow System
New Trial User Step-by-Step
Manage Requests
Monitor Requests
Processes
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 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: 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
Premium (Add-On) Task: Office Templating
Integration Task: Command Line
Integration Task: Database Pull
Integration Task: Database Push
Integration Task: Rest Client
Integration Task: Web Service
Integration Task: Lambda
Integration Task: Local File Copy
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
Reports Overview
Planning Reports
Creating Reports
Report Filters
Report Limits
Report Chart Options
Report Columns
The Manage Task Report Column
Manage Task Reports
KPI Overview
Defining Process KPIs
Displaying KPIs for an Individual Request
Adding Process KPIs to a Dashboard
Users, Groups, and Categories
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
System Utilities
System Utilities Overview
Dashboards
Email Monitors
Holidays
Business Hours
Credential Center
Database Sources
System Messages
System Settings
Password Settings
Translations
Single Sign-On (SSO)
Notification Center
On-Premise Installation
On-Premise System Requirements Guide for Kubernetes
Development Resources
Overview for Developers
Integrify Architecture
API Information
Integrify Security Overview
Integrify AWS Private Cloud Infrastructure
JavaScript Help
Creating New Dashboard Widgets
Title 21 CFR Part 11 (FDA Regulated) Compliance
Integrify 508 Compliance
Introduction to Schedules
Process Scheduler
Report Scheduler
Roles & Permissions