How to prioritise a task in Activity Form so that it is done first?
To prioritize a task please follow the steps mentioned below:
To auto-populate fields after scanning documents please do these settings mentioned below:
Info
Content
Book Navigation
-
Configuration
-
Workflow
-
Activity
55 Pages
-
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
-
Templates
-
Users & Identity
14 Pages
-
Mobile User Device Reset
-
How to create Mobile User one by one?
-
Mobile User Deactivation
-
Mobile User Modification
-
Web User Creation
-
Web User Deactivation
-
Identity Manager
-
Web User Modification
-
How to create a Subscriber ID?
-
Creating User Group
-
Creating a Role and Permissions
-
How to Assign Activity to Mobile User?
-
Mobile user creation by Bulk Upload
-
How to Provide Geo attendance to mobile user?
-
-
Location Analytics
2 Pages
-
Reports & Analysis
-
Communication Center
-
Performance
-
Presence
14 Pages
-
Defining Area
-
Geo Attendance
-
Mapping Area with Mobile User
-
How to configure Leave?
-
Holiday Calendar
-
How to export Area List Report?
-
Approval
-
How to manually process attendance for multi user data?
-
How to configure missing out attendance for FeetPort App?
-
Is Selfie check
-
Bypass location checks if found an error in detecting location
-
How to configure Opening Balance for Leaves ?
-
How to configure Opening Balance?
-
How to enable Minimum time required before Mark Out for a field user?
-
-
Purchase Orders
11 Pages
-
How to define tax?
-
How to define discount?
-
Mapping Tax with Products/goods
-
How to map discount with Products/Goods ?
-
How to configure tax with activity?
-
How to setup taxes?
-
How to configure default Tax preferences for Indian organisations?
-
How to setup GST in an organisation?
-
How to create percentage discount?
-
How to create discount for flat amount?
-
How to configure Tax exemption?
-
-
Expenses
-
Data APIs
-
Chatbot
-
Team
-
Learning
2 Pages
-
How to enable Kiosk Mode in an activity?
-
Triggers
No Comments