4 Process Helper: Header Field Configuration
4.1 ASSIGNED TO
It represents the assignee of the process helper, so in our case the user who will be shown and a...
4.2 RELATED TO
Represents the specific record to which the process helper will be hooked and on which the dynami...
4.3 STATUS
It represents the status of the process, the value “In progress” is automatically proposed (Figur...
4.4 PROCESS NAME
It represents the Name of the process (which by default will always be the one defined in the “Na...
4.5 REQUESTED ACTION
It represents a free text field that will be shown to the user assigned to the process helper.It ...
4.6 SHOW IN RELATED ENTITY FLAG
Allows you to generate a preview mask that can be viewed directly from the detail of the record c...
4.7 2-FACTOR AUTHENTICATION FLAG
Allows you to request 2-factor access to confirm and save the data entered in the dynamic form of...
4.8 SHOW DOCUMENTS OF THE RELATED ENTITY FLAG
Allows you to view all the records in the "Documents" module related to the entity (instance of a...