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  1. Palette Controls for Flows

    .  Clicking the 80cogicon.PNGEdit Step Properties icon on a flow step displays tabs to set up Settings, Assignment, Messages, Rejection, Precondition … property tabs to set up Settings, Assignment, Messages, Rejection, Precondition, Escalations, Emails, Web Hook, Quick Approval and Geo Location. Clicking
  2. Editing Step Properties

    icon on a flow step displays tabs to set up Settings, Assignment, Messages, Rejection, Precondition, Escalations, Emails, Web Hook, Quick Approval and Geo Location … /special templates provided by . Access the Assignment tab for that step to customize the subject and message of the email the user receives. Email notification
  3. Planning for v8.0

    . Click on the Assignment tab. Copy the information in the Assign to Email, Task Notification Subject and Message fields. Paste this information to a text pad … . "Error Access Denied. This submission has already been processed" error message now displays when clicking the link in an Anonymous Task step email more than once
  4. Patient Referral Workflow Tutorial

    are pending for their approval. Click on the second step. Click anywhere inside the Task Assignment properties section. Customize the subject as well as message … and displays a confirmation message to the Nurse. When the Doctor logs in, she visits a web page that displays an electronic task list. All pending referrals
  5. Vendor Quote Workflow Tutorial

    Vendor. Enter 'Send Quote to frevvo Inc.' in the Continue label field. Click on the Assignment tab. In the field property called Assign to Email … Notification Email enter text 'Request for Quote from frevvo'. Keep the default Message text. image2018-12-18 18:11:41.png Click on the Messages tab
  6. Flow Tutorial

    the requested services and business rules to calculate the cost.  We will add a form action to customize the message displayed to the sales person when … in the screenflow. Click on the RedWhatUserSees.png what does the user see icon in the tool bar to customize the message the sales person will see when the flow
  7. Employee On Boarding Tutorial

    control from the palette to the canvas. Use this to upload a company logo image, if desired. Drag a message control from the palette and drop it next to your logo. Type the text "New Employee Onboarding Form" in the message area. You can bold the text by checking bold on the Style tab for the message control. Drag
  8. Getting Started with Flows

    on the Assignment tab.  Assign the HR role to this step by selecting it from the Assign to Role dropdown Click on the Messages tab. Enter "Leave Approval … , [optionally] notifies the Manager by email and displays a confirmation message to the Employee. The Manager logs in, and visits a web page that displays
  9. Using Flows

    are highlighted with a background color. Refer to this documentation for the details.  Unsaved Changes Warning Message Users, filling in a lot of data in a long flow, may loose that data if they close the browser/browser tab without saving or submitting. Browser messages will popup to confirm or cancel the window
  10. FAQ - Business Rules

    be explained this way: The right hand side of an assignment expression resolves to the value of a  control passed to a rule when it is invoked. The left hand side … . Having duplicate variables in the same rule will cause the rule to fail but you may not get an error message. Why do my rules show unexpected results in a flow