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Book Navigation

Books Configuration Workflow

Workflow

How to create & edit a Workflow?

Workflow is the set of different stages of a task. To create a workflow for your organization, fo...

Workflow

What is a Workflow? A workflow is the sequence of processes through which a task (a piece of wor...

How to create & edit a workflow?

From the left navigation, go to Workflow under Configuration. Click on the + icon to create. ...

How to define workflow to emulate my business process?

From the left navigation, go to Workflow under Configuration. Click on the + icon. Enter Name...

How to add purchase order taking option to my workflow?

From the left navigation, go to Workflow under Configuration. Click on the workflow, to Edit. ...

How to retrieve a submitted task?

Web user can give permission to mobile user to retrieve the submitted task in case the mobile use...

How to allow deletion of task?

From the Navigation Menu, go to Workflow under Configuration. Click on the workflow to edit by...

Book Navigation

Configuration

Workflow

How to create & edit a Workflow?

Workflow

How to create & edit a workflow?

How to define workflow to emulate my business process?

How to add purchase order taking option to my workflow?

How to retrieve a submitted task?

How to allow deletion of task?

Activity

How to create Order Form in Activity?

How to Configure Score?

How to define OTP ?

How to create and modify an Activity?

Modify an Activity

Activity Interfaces

How to delete an Activity?

Configure Score

Define OTP

Configure Email

Define sms for Acitivity

Public Page

How to create a Public Page?

Configuring PDF template

Activity Interface: Document Scanner

Activity Interface : Video Interface

Activity Interface : File attachment

How to connect a searchable database or collection to an activity form?

How to apply search restrictions on collections?

How to map a private collection to users?

How to add search result status of collection to activity form?

How to add order taking form to activity?

How to make product price editable in order taking form?

How to create packages from orders?

How to add GST/ Tax in order taking form?

How to define taxes for order taking form?

How to define discounts for order taking form?

How to add tax to an order taking form?

How to setup scoring system for an activity form?

How to categorize customer or vendor on the basis of score?

How to auto populate fields after scanning document?

What type of documents can be scanned with OCR?

How to prioritise a task in Activity Form so that it is done first?

How to create a public form for customers?

How to fill a public form?

How to view the submissions on a public form?

How to auto schedule a task in through Web Console?

How to schedule a task to be sent to a mobile at a certain time?

How to restrict scheduling of tasks?

How to add fields from previous task to a follow-up task?

How to add OTP before closure of any task?

How to add identity validation before closure of task?

How to configure a messaging channel for closure by OTP?

How to add payment collection to an order taking form?

How to add cash payment collection to an activity form?

How to send quotation / estimate to a customer after order taking form?

How to customize a quotation / estimate format?

Is there a provision that application automatically pick up location address visited when field user is filling form?

How to validate any field with regex (regular expression)?

How to add a mask for data entry in activity?

How to add barcode scanning to activity form?

How to create triggers on task state change?

How to trigger an SMS on task state change?

How to enable Geo Fencing at the time of Check In and Finish?

How to enable required time to spend on a task before a field user can finish it?

Collection

Create Collection

How to add Package in collection?

How to Map Collection?

Package in Mobile app

Upload Collection Data

How to add Catalog?

How to map catalog with a territory?

Templates

How to map template with an Activity?

How to create & edit a PDF template?

How to create & edit an SMS template?

How to create & edit an Email template?

How to create & edit a QR code template?