Creating your first process template

How to create your own process template

Written by Natalia
Updated over a week ago

Templates gallery

Where to find pre-made process templates

Written by Natalia
Updated over a week ago

Setting a title for new processes

How to use data form fields to automatically create process title

Written by Natalia
Updated over a week ago

Assigning tasks to users and groups

How to assign tasks in template

Written by Natalia
Updated over a week ago

Setting task due dates using formulas

How to set calculated due dates for tasks in template

Written by Natalia
Updated over a week ago

Configuring form for each task

Setting up assignee access to form fields: Hidden, Required, Read-only

Written by Natalia
Updated over a week ago

How to create request process with approvals

Create request templates and add approvals to them

Written by Natalia
Updated over a week ago

How to add review cycle to your process template

Reviews, change requests, review cycles, loops, iterative approvals

Written by Natalia
Updated over a week ago

Making a template invisible

How to hide template from other users

Written by Natalia
Updated over a week ago

Process deadline

How to set process due date

Written by Natalia
Updated over a week ago

Adding form fields to a process start screen

How to allow process starter to fill data form fields

Written by Natalia
Updated over a week ago

How to add approval to your template

How to add approval

Written by Natalia
Updated over a week ago

Configuring process start form

Configuring form fields for process start screen

Written by Natalia
Updated over a week ago

Task Groups

Different task order inside one process

Written by Natalia
Updated over a week ago

Using Conditions

How to add optional task, conditional logic, rules for tasks, show / hide tasks

Written by Natalia
Updated over a week ago

Review cycles

Review cycles, loops, iterative approvals

Written by Natalia
Updated over a week ago

Creating data form

Creating form in a template for data transfer

Written by Natalia
Updated over a week ago

Adding table to data form

Using tables in process

Written by Natalia
Updated over a week ago

User field

Selecting a user as a value of a form field

Written by Natalia
Updated over a week ago

Configuring "Money" data field

How to work with currencies in template data form

Written by Natalia
Updated over a week ago

Files upload field

How to use attachments in data forms

Written by Natalia
Updated over a week ago

Dropdown and Multiselect fields

Drop down list and check box list in data form

Written by Natalia
Updated over a week ago

Date and time field

How to collect date and date/time values in data form

Written by Natalia
Updated over a week ago

Number field

How to add numbers to data form

Written by Natalia
Updated over a week ago

Text fields in data form

How to add text input and multiline text input

Written by Natalia
Updated over a week ago

Yes/No field

How to set up yes/no selection in data form

Written by Natalia
Updated over a week ago

Email address field

How to use email address in data form

Written by Natalia
Updated over a week ago