Workflow Automation Guides Admin Guide Workflow Automation admin guides Getting started Overview The path to successful process implementation Preparing for process automation Getting end users to use your workflow system New user trial guide Actions menu Overview Manage requests Monitor requests Processes Introduction Process library overview Create a new process Process importing Process menu: Process builder Process menu: Task tab Process menu: Request detail config Process menu: KPIs Process detail Process detail: Enabling ad-hoc-related requests Process detail: Copying/exporting/versioning Process detail: Deleting a process Process detail: Form questions Process detail: Links/API options Process detail: Publish status Process detail: Set roles and permissions Process menu: Process detail Process menu: Run request Process menu: Discussion tab Process menu: Flow view Task overview Creating a task Task menu options Task menu: Edit detail Task menu: Configure rules Task menu: Display settings Task menu: Notification settings Task menu: Reminders and timeouts Task menu: Advanced settings Task menu: Dynamic names Task menu: Recipients Task menu: Assignment settings Task menu: Recipient rules Complete list of task types Standard task: Approval task Approval task: Approval by email Approval task: Approval with comments Approval task: Displaying forms in an approval Approval task: Previous approvers Standard task: Counter task Standard task: Data container Standard task: Dynamic assigner Standard task: Dynamic notification Standard task: Excel batch Standard task: Excel import Standard task: Form task Standard tasks: Form prefills Standard task: Form assigner Standard task: FTP push task Standard task: General notification Standard task Passing data from a child request back to the parent Premium (add-on) task: Office templating Standard task: Launch request Standard task: Local file copy Standard task: Milestone Standard task: Open URL Standard task: PDF generator Standard task: PDF merge Standard task: Task assigner Standard task: Task scheduler Standard task: User profile Integration task: Command line Integration task: Database pull Integration task: Database push Integration task: REST client Integration task: Web service Integration task Upload file to SharePoint Integration task: Lambda Integration task: Local file copy Forms Overview Create a new form Create form questions Edit form questions Contact search question Form preview and editor Form rules (show/hide) Calculations in forms Importing and exporting forms Form templates Using the grid question Set up a request record CSS styles in forms Developer form Calendar field Adding attachments to forms Reports and KPIs Overview Planning reports Creating reports Report filters Report limits Report chart options Report columns Manage task reports The manage task report column KPI overview Defining process KPIs Displaying KPIs for an individual request Adding process KPIs to a dashboard Users groups and categories Overview Active and inactive users Add users Categories Creating a public-facing form and guest users Delegations Groups Replace users User self-registration View/edit/search users Settings Overview Business hours Credential center Database sources Email monitors Holidays Notification center Password settings Report scheduler Single sign-on (SSO) System messages Translations Dashboards Overview Dashboard interface Creating dashboards Configuring dashboards Adding a widget/HTML widget to your dashboard Adding a report to a dashboard Using the dashboard HTML panel widget Assigning and sharing dashboards Launch buttons System settings System settings Multi-factor authentication (MFA) Custom theme On-premises installation On-premises system requirements guide for Kubernetes Development resources Overview Nutrient Workflow Automation Platform architecture API information Security overview Nutrient Workflow Automation Platform AWS private cloud infrastructure JavaScript help Creating new dashboard widgets Title 21 CFR Part 11 (FDA regulated) compliance Nutrient Workflow Automation Platform 508 compliance Introduction to schedules Overview Process scheduler Report scheduler Roles and permissions