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 Detail
Process Detail: Allowing Ad-hoc Related Requests
Process Detail: Copying/Exporting/Version
Process Detail: Deleting a Process
Process Detail: Form Questions
Process Detail: Links/API Options
Process Detail: Publish Status
Process Detail: Set Roles & 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
Upload File to Sharepoint
Integration Task: Lambda
Integration Task: Local File Copy