How to

Let's assign a manager to a workflow task depending on the workflow task priority. For this example we use the IF function. To create the rule: Select a workspace, select an application inside a workspace, click Fields. 1. Create the Request Priority (ID: Request_Priority) field of the List of Values type. This field is required for creating ... Read More

Let’s consider the example in which a value is assigned to a field of a workflow task depending on a value of another field of the same workflow task. For example, you might need to show the remaining time until the deadline, when your workflow task is in particular status. The remaining time should be calculated as the difference between the... Read More

Let’s calculate and log active time spent on a workflow step. To do so, the following rule should be added to transition rules. To add the rule: 1. Select a workspace, select an application inside a workspace. 2. Create the required number of fields of the Date/Time type as in previous example. 3. Create several fields of the D... Read More

You can check if a field is empty and perform the required actions depending on a returned value. For example, you may want to mark requests, software bugs, or issues that were rejected and group them to the list. For this purpose use both IF and EMPTY functions. To add the rule: 1. Select a workspace, select an application. 2. Click Fiel... Read More

You can make time stamps on entering a workflow step or on transition execution. Create the required number of fields of the Date/Time type and drag them into the form. In our example the Time Stamps tab was created to contain all the time stamps. To configure a time stamp rule: 1. Select a workspace, select an application inside a workspace. ... Read More

If you store any data as documents, you can get all required information from them and show it on your workflow task form. To do so, you should make a reference to the application your workflow task belongs to. To retrieve particular data from a related item, use the following expression pattern:  $<Reference_Field_ID> -> <... Read More

You can see link relationships of an item. For example, if you send a request to purchasing department for stationery, you may want the all related invoices to be shown in the workflow task representing this request. The real difficulty in showing invoices may arise, if the invoices reference the request, but the request doesn't reference invoices.... Read More