Workflow Automation Admin Guide
Getting Started
Overview
The Path to a Successful Process Implementation
Preparing for Process Automation
Getting End-Users to Use Your Workflow System
New Trial User Step-by-Step
Overview
Manage Requests
Monitor Requests
Processes
Introduction
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
Overview
Create a New Form
Create Form Questions
Edit Form Questions
Contact Search Question
Form Preview and Editor
Form Rules (Show / Hide)
Calculations in Forms
Importing and Exporting Forms
Form Templates
Using the Grid Question
Set Up a Request Record
CSS Styles in Forms
Developer Form
Calendar Field
Adding Attachments to Forms
Reports and Kpis
Overview
Planning Reports
Creating Reports
Report Filters
Report Limits
Report Chart Options
Report Columns
Manage Task Reports
The Manage Task Report Column
KPI Overview
Defining Process KPIs
Displaying KPIs for an Individual Request
Adding Process KPIs to a Dashboard
Users Groups and Categories
Overview
Active and Inactive Users
Add Users
Categories
Creating a Public-Facing Form and Guest Users
Delegations
Groups
Replace Users
User Self-Registration
View/Edit/Search Users
Settings
Overview
Business Hours
Credential Center
Database Sources
Email Monitors
Holidays
Notification Center
Password Settings
Report Scheduler
Single Sign-On (SSO)
System Messages
Translations
Dashboards
Overview
Dashboard Interface
Creating Dashboards
Configuring Dashboards
Adding a Widget/HTML Widget to Your Dashboard
Adding a Report to a Dashboard
Using the Dashboard HTML Panel Widget
Assigning and Sharing Dashboards
Launch Buttons
System Settings
System Settings
Multi-Factor Authentication (MFA)
Custom Theme
On Premise Installation
On-Premise System Requirements Guide for Kubernetes
Development Resources
Overview
Integrify Architecture
API Information
Integrify Security Overview
Integrify AWS Private Cloud Infrastructure
JavaScript Help
Creating New Dashboard Widgets
Title 21 CFR Part 11 (FDA Regulated) Compliance
Integrify 508 Compliance
Introduction to Schedules
Overview
Process Scheduler
Report Scheduler
Roles & Permissions