You can use data from one record to feed a selection field (also called a “combobox”) in a process form or even in another record’s edit form. Access the form editor. Click the “+” icon. In the Properties dialog box, click the “New” button. In the New Property dialog box, […]
Video 5 – Environment management
Video 4 – Process Landscape
Video 3 – Process portal and improvements
Video 2 – Process editor
Video 1 – Onboarding
Favorite work items in the task list
You can favorite work items to make it easier your search in the task list. Go to the “workspace” and to the “task list”. Select an existing work item. Click the star at the top left of the work item to bookmark it. For information: The work item must have […]
Use a BPMN 2.0 process to create and update your users and licenses in your environment
You can create a BPMN process to update the different users in your environment. Your users will then be able to run through this process to add other users, change their roles and licenses. They will also be able to remove access to the environment for one or more users. […]
Force reset password
You can set a maximum number of days for the password validity of users in your environment. The purpose of this feature is to force users who have access to your environment to reset their password according to a frequency defined by the administrators of the environment concerned. Go to […]
Block a user’s access to your environment
You can now block access to your environment for a specific user. The user concerned will then be able to enter the other environments to which he has access, without being able to access yours. Go to the menu and to the “Manage environment” section. Go to the “Users and […]