Versions Compared

Version Old Version 15 New Version Current
Changes made by

Former user

Damith Samarakoon

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Project Administrators will be able have access to access additional Utilities under the 'configure' module.

Image RemovedImage Added

Dashboards


To select a predefined Dashboard/s existing in the current project to be pushed to another Project/s. 
Note:
Note

Push Dashboards

titleIMPORTANT

You will only be able to push

Dashboard/s

between Projects which you have access to. 

Forms Management

Push Folders

Push Form Configuration to Projects

Push Document Triggers 

Saved Searches

Push Saved Searches

Workflows

Push Form Workflows



Panel
borderColor#bbbbbb

Image AddedUser Management

Panel
borderColor#BBBBBB
bgColor#DEEBFF

Push Users

: 

To select Push an individual or multiple users existing in the current project to push to another Projectproject/s. 
Note: You will only be able to push User/s between Projects which you have access to. 

Click Here >


Panel
borderColor#BBBBBB
bgColor#DEEBFF

Push Groups

Push a predefined group/s existing in the current project to another project/s. 

Click Here >


Panel
borderColor#BBBBBB
bgColor#DEEBFF

Push

Groups

Distribution Rules

To select a predefined GroupPush a distribution rule/s existing in the current project to be pushed to another Projectproject/s. 
Note: You will only be able to push Group/s between Projects which you have access to. 

Click Here >





Panel
borderColor#BBBBBB

Image AddedForms Management

Panel
borderColor#BBBBBB
bgColor#DEEBFF

Push Folders 

Push existing folders in current project to other project/s.

Click Here >


Panel
borderColor#BBBBBB
bgColor#DEEBFF

Push Form Configuration to Projects

Push existing form configuration in current project to other project/s.

Click Here >


Panel
borderColor#BBBBBB
bgColor#DEEBFF

Push Document Triggers 

Push existing document triggers in current project to other project/s.

Click Here >


Panel
borderColor#BBBBBB
bgColor#DEEBFF

Push Quick Text

Push existing quick text in current project to other project/s.

Click Here >


Panel
borderColor#BBBBBB
bgColor#DEEBFF

Push Form Data

Transfer correspondence forms between projects

Push Form Data




Panel
borderColor#BBBBBB

Image AddedDashboards

Panel
borderColor#BBBBBB
bgColor#DEEBFF

Push

Distribution Rules

Dashboards

To select a Distribution RulePush a predefined dashboard/s existing in the current project to be pushed to another Projectproject/s. 
Note: You will only be able to push Distribution Rule/s between Projects which you have access to. 

Click Here >



Panel
borderColor#BBBBBB

Image AddedSaved Searches

Panel
borderColor#BBBBBB
bgColor#DEEBFF

Push Saved Searches

Push existing saved searches in current project to other project/s.

Click Here >



Panel
borderColor#BBBBBB

Image AddedWorkflows

Panel
borderColor#BBBBBB
bgColor#DEEBFF

Push Form Workflows

Push existing workflows in current project to other project/s.

Click Here >