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User preferences
User preferences with Office 365 authentication User preferences with Office 365 authenticatio...
5.2.2 Writing and reading emails
There are three equivalent options to send an email, e.g. to a contact: 1. clicking on the email...
5.2.2 Scrivere e visualizzare email
Per inviare un’email, ad esempio a un contatto, avete tre possibilità equivalenti: cliccare su...
3.1 Create entity
This action allows you to create entity records present within the system (basic or custom module...
3.4 Send Notification
This action allows internal notifications to be sent to system users viewable in the “Notificatio...
3.8 Reset Dynamic form
This action refers to the use of the Process Helper and allows you to clean the content of the fi...
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...
4.6 SHOW IN RELATED ENTITY FLAG
Allows you to generate a preview mask that can be viewed directly from the detail of the record c...
4.5 REQUESTED ACTION
It represents a free text field that will be shown to the user assigned to the process helper.It ...
4.4 PROCESS NAME
It represents the Name of the process (which by default will always be the one defined in the “Na...
4.3 STATUS
It represents the status of the process, the value “In progress” is automatically proposed (Figur...
4.2 RELATED TO
Represents the specific record to which the process helper will be hooked and on which the dynami...
3.16 Cycle Related Records
This action allows you to use records (instances of a module) that have a 1- N or N - N relations...
3.14 Copy the Products Block
This action allows you to copy the product block between entities involved in the process. (Figur...
3.13 Insert Table Row and Insert Product Row
INSERT TABLE ROW This action allows you to insert rows in a table field (Figure 1 and 2) NOTE: ...
3.11 Link Entities and Link Static Entities
LINK ENTITIES This action allows to relate between them 2 dynamic entities that present a relati...
3.10 Reset Conditional Fields
This action refers to the use of process-side conditional fields. In fact, it is possible to set ...
3.9 Cycle Rows
This action allows you to cycle and then dynamically manage the rows of a table field or a produc...
3.7 Create PDF
This action allows you to create a PDF document using a template defined in the "PDFmaker" sectio...
3.6 Send Newsletter
This action allows you to send a newsletter directly from process related to a static or dynamic ...