# Workflow Automation admin guides This guide covers all administrative functions in Nutrient Workflow Automation Platform. As an administrator, you can configure processes, manage users and groups, create forms, set up reports, and customize system settings. ## Getting started - [Path to a successful process implementation](/guides/workflow-automation/admin-guide/getting-started/the-path-to-a-successful-process-implementation.md) - [Preparing for process automation](/guides/workflow-automation/admin-guide/getting-started/preparing-for-process-automation.md) - [Getting started: Build your first approval workflow](/guides/workflow-automation/admin-guide/getting-started/new-trial-user-step-by-step.md) ## Actions menu - [Manage requests](/guides/workflow-automation/admin-guide/actions-menu/managing-requests-and-tasks.md) - [Monitor requests](/guides/workflow-automation/admin-guide/actions-menu/process-monitors.md) - [Bulk reassignment](/guides/workflow-automation/admin-guide/actions-menu/bulk-user-reassignment.md) ## Processes - [Process library overview](/guides/workflow-automation/admin-guide/processes/process-library-overview.md) - [Create a new process](/guides/workflow-automation/admin-guide/processes/create-a-new-process.md) - [Process importing](/guides/workflow-automation/admin-guide/processes/process-importing.md) - [Process builder](/guides/workflow-automation/admin-guide/processes/process-menu/process-flow.md) - [Tasks tab](/guides/workflow-automation/admin-guide/processes/process-menu/task-list-view.md) - [Request detail config](/guides/workflow-automation/admin-guide/processes/process-menu/request-detail-config.md) - [KPIs](/guides/workflow-automation/admin-guide/processes/process-menu/kpis.md) - [Run request](/guides/workflow-automation/admin-guide/processes/process-menu/run-request.md) - [Discussion tab](/guides/workflow-automation/admin-guide/processes/process-menu/discussion.md) - [Process flow tab](/guides/workflow-automation/admin-guide/processes/process-menu/flow-view.md) ## Process detail - [Allow ad-hoc related requests](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-allowing-ad.md) - [Copy/Export/Version a process](/guides/workflow-automation/admin-guide/processes/process-detail/copy-export-version-a-process.md) - [Delete a process](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-deleting-a-process.md) - [Form questions](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-form-questions.md) - [Links/API Options](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-links-api-options.md) - [Publish status](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-publish-status.md) - [Set roles and permissions](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-set-roles-permissions.md) - [Creating a task](/guides/workflow-automation/admin-guide/processes/tasks/creating-a-task.md) - [Edit detail](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/edit-detail.md) - [Configure rules](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/configure-rules-editor.md) - [Display settings](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/display-settings.md) - [Notification settings](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/notification-settings.md) - [Reminders and Timeouts](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/reminders-and-timeouts.md) - [Dynamic names](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/dynamic-names.md) - [Recipients](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/setting-recipients.md) - [Assignment settings](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/assignment-settings.md) - [Recipient rules](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/recipient-rules.md) ## Standard task - [List of task types](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/complete-list-of-task-types.md) - [Document Generation task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/premium-add-on-task-document-generation.md) - [Passing data from a child request back to the parent](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/passing-data-from-child-request-back-to-parent.md) - [Approval by email](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/approval-by-email.md) - [Approval with comments](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/approval-with-comments.md) - [Forms to be displayed in approval setting](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/displaying-forms-in-an-approval.md) - [Previous approvers](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/previous-approvers.md) - [Agentic approval](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/ai-agentic-approval.md) - [Counter task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-counter-task.md) - [Data Container task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-data-container.md) - [Document Signing task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/document-signing-task.md) - [Dynamic Assigner task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-dynamic-assigner.md) - [Dynamic Notification task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-dynamic-notification.md) - [Excel Batch task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-batch.md) - [Excel Import task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-import.md) - [File Copy task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-file-copy.md) - [Form task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-task.md) - [Form prefills setting](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-tasks-form-prefills.md) - [Agentic form review](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/ai-form-review.md) - [Form Assigner task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-assigner.md) - [FTP Push task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-ftp-push-task.md) - [General Notification task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-general-notification.md) - [Launch Request task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-launch-request.md) - [Milestone task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-milestone.md) - [Open URL task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-open-url.md) - [PDF Generator task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-pdf-generator.md) - [PDF Merge task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-pdf-merge.md) - [Task Assigner task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-task-assigner.md) - [Task Scheduler task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-task-scheduler.md) - [User Profile task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-user-profile.md) ## Integration task - [Upload file to SharePoint](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/upload-file-to-sharepoint.md) - [AI Data Extraction](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-ai-data-extraction.md) - [Database Pull](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-database-pull.md) - [Database Push](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-database-push.md) - [REST Client](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-rest-client.md) - [Web Service](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-web-service.md) - [AWS Lambda](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-lambda.md) ## Forms - [Form library overview](/guides/workflow-automation/admin-guide/forms/form-library-overview.md) - [Create a new form](/guides/workflow-automation/admin-guide/forms/create-a-new-form.md) - [Create form questions](/guides/workflow-automation/admin-guide/forms/create-form-questions.md) - [CSS styling](/guides/workflow-automation/admin-guide/forms/copy-and-paste.md) - [Edit form questions](/guides/workflow-automation/admin-guide/forms/edit-form-questions.md) - [Use AI data extraction to populate forms](/guides/workflow-automation/admin-guide/forms/using-ai-data-extraction-question.md) - [Generate forms using AI](/guides/workflow-automation/admin-guide/forms/using-ai-form-generator.md) - [Contact search question](/guides/workflow-automation/admin-guide/forms/contact-search-question.md) - [Form preview and editor](/guides/workflow-automation/admin-guide/forms/form-preview-and-editor.md) - [Form rules (show / hide)](/guides/workflow-automation/admin-guide/forms/form-rules-show-hide.md) - [Calculations in forms](/guides/workflow-automation/admin-guide/forms/calculations-in-forms.md) - [Import and export forms](/guides/workflow-automation/admin-guide/forms/importing-and-exporting-forms.md) - [Form templates](/guides/workflow-automation/admin-guide/forms/form-templates.md) - [Using grid questions](/guides/workflow-automation/admin-guide/forms/using-the-grid-question.md) - [Importing and exporting grid data](/guides/workflow-automation/admin-guide/forms/importing-data-into-grids.md) - [Set up a Request Record](/guides/workflow-automation/admin-guide/forms/set-up-a-request-record.md) - [CSS styles in forms](/guides/workflow-automation/admin-guide/forms/css-styles-in-forms.md) - [Developer Form](/guides/workflow-automation/admin-guide/forms/developer-form.md) - [RESTful Data Elements](/guides/workflow-automation/admin-guide/forms/restful-data-elements.md) - [Calendar field](/guides/workflow-automation/admin-guide/forms/calendar-field.md) - [Adding attachments to forms](/guides/workflow-automation/admin-guide/forms/adding-attachments-to-forms.md) ## Reports and KPIs - [Reports library overview](/guides/workflow-automation/admin-guide/reports-and-kpis/reports-library-overview.md) - [Planning Reports](/guides/workflow-automation/admin-guide/reports-and-kpis/planning-reports.md) - [Creating reports](/guides/workflow-automation/admin-guide/reports-and-kpis/creating-reports.md) - [Report filters](/guides/workflow-automation/admin-guide/reports-and-kpis/report-filters.md) - [Report limits](/guides/workflow-automation/admin-guide/reports-and-kpis/report-limits.md) - [Report chart options](/guides/workflow-automation/admin-guide/reports-and-kpis/report-chart-options.md) - [Report columns](/guides/workflow-automation/admin-guide/reports-and-kpis/report-columns.md) - [Manage Task report column](/guides/workflow-automation/admin-guide/reports-and-kpis/the-manage-task-report-column.md) - [Manage task reports](/guides/workflow-automation/admin-guide/reports-and-kpis/manage-task-reports.md) - [KPI Overview](/guides/workflow-automation/admin-guide/reports-and-kpis/kpi-overview.md) - [Defining process KPIs](/guides/workflow-automation/admin-guide/reports-and-kpis/defining-process-kpis.md) - [Displaying KPIs for an individual request](/guides/workflow-automation/admin-guide/reports-and-kpis/displaying-kpis-for-an-individual-request.md) - [Adding process KPIs to a dashboard](/guides/workflow-automation/admin-guide/reports-and-kpis/adding-process-kpis-to-a-dashboard.md) ## Users groups and categories - [Active and inactive users](/guides/workflow-automation/admin-guide/users-groups-and-categories/active-and-inactive-users.md) - [Add users](/guides/workflow-automation/admin-guide/users-groups-and-categories/add-users.md) - [Categories](/guides/workflow-automation/admin-guide/users-groups-and-categories/categories.md) - [Public-facing forms and guest users](/guides/workflow-automation/admin-guide/users-groups-and-categories/creating-a-guest-account.md) - [Delegations](/guides/workflow-automation/admin-guide/users-groups-and-categories/delegations.md) - [Groups](/guides/workflow-automation/admin-guide/users-groups-and-categories/groups.md) - [Replace users](/guides/workflow-automation/admin-guide/users-groups-and-categories/replace-users.md) - [User self-registration](/guides/workflow-automation/admin-guide/users-groups-and-categories/user-self-registration.md) - [View/edit/search users](/guides/workflow-automation/admin-guide/users-groups-and-categories/view-edit-search-users.md) - [Org chart](/guides/workflow-automation/admin-guide/users-groups-and-categories/org-chart.md) - [Import and sync users](/guides/workflow-automation/admin-guide/users-groups-and-categories/import-and-sync.md) ## Settings - [Business hours](/guides/workflow-automation/admin-guide/settings/business-hours.md) - [Credential center](/guides/workflow-automation/admin-guide/settings/credential-center.md) - [Database sources](/guides/workflow-automation/admin-guide/settings/database-sources.md) - [Email monitors](/guides/workflow-automation/admin-guide/settings/email-monitors.md) - [Holidays](/guides/workflow-automation/admin-guide/settings/holidays.md) - [Notification center](/guides/workflow-automation/admin-guide/settings/notification-center.md) - [Password settings](/guides/workflow-automation/admin-guide/settings/password-settings.md) - [Report scheduler](/guides/workflow-automation/admin-guide/settings/report-scheduler.md) - [Single Sign-On (SSO)](/guides/workflow-automation/admin-guide/settings/single-sign-on-sso.md) - [System messages](/guides/workflow-automation/admin-guide/settings/system-messages.md) - [Translations](/guides/workflow-automation/admin-guide/settings/translations.md) ## Dashboards - [Overview](/guides/workflow-automation/admin-guide/settings/dashboards/modern-dashboard.md) - [Dashboard interface](/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface.md) - [Creating dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/creating-dashboards.md) - [Configuring dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/configuring-dashboards.md) - [Adding a widget/HTML widget to your dashboard](/guides/workflow-automation/admin-guide/settings/dashboards/adding-an-html-widget-to-your-dashboard.md) - [Adding a report to a dashboard](/guides/workflow-automation/admin-guide/settings/dashboards/adding-a-report-to-a-dashboard.md) - [Assigning and sharing dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards.md) ## System settings - [Multi-Factor Authentication (MFA)](/guides/workflow-automation/admin-guide/settings/system-settings/multi-factor-authentication-mfa.md) - [Onboarding tour](/guides/workflow-automation/admin-guide/settings/system-settings/onboarding-tour.md) - [Themes](/guides/workflow-automation/admin-guide/settings/system-settings/custom-theme.md) ## On-premises installation - [On-premises system requirements guide for Kubernetes](/guides/workflow-automation/admin-guide/on-premise-installation.md) ## Development resources - [Architecture](/guides/workflow-automation/admin-guide/development-resources/architecture.md) - [API information](/guides/workflow-automation/admin-guide/development-resources/api-information.md) - [Security overview](/guides/workflow-automation/admin-guide/development-resources/security-overview.md) - [AWS private cloud infrastructure](/guides/workflow-automation/admin-guide/development-resources/aws-private-cloud-infrastructure.md) - [JavaScript help](/guides/workflow-automation/admin-guide/development-resources/javascript-help.md) - [Title 21 CFR Part 11 (FDA regulated) compliance](/guides/workflow-automation/admin-guide/development-resources/title-21-cfr-part-11-fda-regulated-compliance.md) - [508 compliance](/guides/workflow-automation/admin-guide/development-resources/508-compliance.md) ## Introduction to schedules - [Process Scheduler](/guides/workflow-automation/admin-guide/introduction-to-schedules/process-scheduler.md) - [Report Scheduler](/guides/workflow-automation/admin-guide/introduction-to-schedules/report-scheduler.md) ## Permissions - [Permissions overview](/guides/workflow-automation/admin-guide/permissions/permissions-overview.md) - [Manage Roles and permissions](/guides/workflow-automation/admin-guide/permissions/permissions-roles.md) --- ## Related pages - [Streamline your workflow automation process](/guides/workflow-automation/admin-guide/actions-menu.md) - [How to use bulk user reassignment](/guides/workflow-automation/admin-guide/actions-menu/bulk-user-reassignment.md) - [Monitor workflow requests](/guides/workflow-automation/admin-guide/actions-menu/process-monitors.md) - [How to effectively manage requests in workflows](/guides/workflow-automation/admin-guide/actions-menu/managing-requests-and-tasks.md) - [Getting started](/guides/workflow-automation/admin-guide/getting-started.md) - [Build your first approval workflow](/guides/workflow-automation/admin-guide/getting-started/new-trial-user-step-by-step.md) - [Preparing for process automation](/guides/workflow-automation/admin-guide/getting-started/preparing-for-process-automation.md) - [Path to successful process implementation](/guides/workflow-automation/admin-guide/getting-started/the-path-to-a-successful-process-implementation.md) - [508 compliance and accessibility](/guides/workflow-automation/admin-guide/development-resources/508-compliance.md) - [Secure AWS private cloud infrastructure for enterprises](/guides/workflow-automation/admin-guide/development-resources/aws-private-cloud-infrastructure.md) - [Nutrient Workflow Automation architecture](/guides/workflow-automation/admin-guide/development-resources/architecture.md) - [Workflow Automation API for automation tasks](/guides/workflow-automation/admin-guide/development-resources/api-information.md) - [Explore Nutrient's development resources and APIs](/guides/workflow-automation/admin-guide/development-resources.md) - [JavaScript help](/guides/workflow-automation/admin-guide/development-resources/javascript-help.md) - [Ensuring FDA compliance with electronic records](/guides/workflow-automation/admin-guide/development-resources/title-21-cfr-part-11-fda-regulated-compliance.md) - [Secure workflow automation and compliance solutions](/guides/workflow-automation/admin-guide/development-resources/security-overview.md) - [Seamlessly schedule workflows and reports](/guides/workflow-automation/admin-guide/introduction-to-schedules.md) - [Automate report delivery with scheduling](/guides/workflow-automation/admin-guide/introduction-to-schedules/report-scheduler.md) - [Automate processes with scheduling](/guides/workflow-automation/admin-guide/introduction-to-schedules/process-scheduler.md) - [On-premises Kubernetes deployment](/guides/workflow-automation/admin-guide/on-premise-installation.md) - [Add attachments to your forms](/guides/workflow-automation/admin-guide/forms/adding-attachments-to-forms.md) - [Dynamic calculations for streamlined form entries](/guides/workflow-automation/admin-guide/forms/calculations-in-forms.md) - [Calendar fields in forms](/guides/workflow-automation/admin-guide/forms/calendar-field.md) - [Configure contact search groups](/guides/workflow-automation/admin-guide/forms/contact-search-question.md) - [Create a new form](/guides/workflow-automation/admin-guide/forms/create-a-new-form.md) - [CSS styling](/guides/workflow-automation/admin-guide/forms/copy-and-paste.md) - [Create form questions](/guides/workflow-automation/admin-guide/forms/create-form-questions.md) - [Form library overview](/guides/workflow-automation/admin-guide/forms/form-library-overview.md) - [Design custom HTML forms with full control](/guides/workflow-automation/admin-guide/forms/developer-form.md) - [Customize forms with CSS](/guides/workflow-automation/admin-guide/forms/css-styles-in-forms.md) - [Edit and preview your forms effectively](/guides/workflow-automation/admin-guide/forms/form-preview-and-editor.md) - [Master form question editing with ease](/guides/workflow-automation/admin-guide/forms/edit-form-questions.md) - [Mastering form rules for dynamic responses](/guides/workflow-automation/admin-guide/forms/form-rules-show-hide.md) - [Form template management](/guides/workflow-automation/admin-guide/forms/form-templates.md) - [Import and export forms](/guides/workflow-automation/admin-guide/forms/importing-and-exporting-forms.md) - [Import and export grid data](/guides/workflow-automation/admin-guide/forms/importing-data-into-grids.md) - [Forms](/guides/workflow-automation/admin-guide/forms.md) - [Integrate with external REST APIs](/guides/workflow-automation/admin-guide/forms/restful-data-elements.md) - [Enhance form management with request records](/guides/workflow-automation/admin-guide/forms/set-up-a-request-record.md) - [Use AI data extraction to populate forms](/guides/workflow-automation/admin-guide/forms/using-ai-data-extraction-question.md) - [Generate forms using AI](/guides/workflow-automation/admin-guide/forms/using-ai-form-generator.md) - [Using grid questions in forms](/guides/workflow-automation/admin-guide/forms/using-the-grid-question.md) - [Permissions overview](/guides/workflow-automation/admin-guide/permissions/permissions-overview.md) - [Manage roles and permissions in process automation](/guides/workflow-automation/admin-guide/permissions/permissions-roles.md) - [Create and manage your new workflow processes](/guides/workflow-automation/admin-guide/processes/create-a-new-process.md) - [Processes](/guides/workflow-automation/admin-guide/processes.md) - [Process importing](/guides/workflow-automation/admin-guide/processes/process-importing.md) - [Process library overview](/guides/workflow-automation/admin-guide/processes/process-library-overview.md) - [Managing active and inactive users made easy](/guides/workflow-automation/admin-guide/users-groups-and-categories/active-and-inactive-users.md) - [Organize your categories for efficient workflow](/guides/workflow-automation/admin-guide/users-groups-and-categories/categories.md) - [Add and manage user accounts](/guides/workflow-automation/admin-guide/users-groups-and-categories/add-users.md) - [Public-facing forms in Nutrient Workflow](/guides/workflow-automation/admin-guide/users-groups-and-categories/creating-a-guest-account.md) - [Efficiently delegate tasks with our simple guide](/guides/workflow-automation/admin-guide/users-groups-and-categories/delegations.md) - [Create and manage groups](/guides/workflow-automation/admin-guide/users-groups-and-categories/groups.md) - [Import and sync users](/guides/workflow-automation/admin-guide/users-groups-and-categories/import-and-sync.md) - [Easily replace users in your workflow automation](/guides/workflow-automation/admin-guide/users-groups-and-categories/replace-users.md) - [Users, groups, and categories](/guides/workflow-automation/admin-guide/users-groups-and-categories.md) - [Create a seamless user self-registration process](/guides/workflow-automation/admin-guide/users-groups-and-categories/user-self-registration.md) - [Org chart](/guides/workflow-automation/admin-guide/users-groups-and-categories/org-chart.md) - [View, edit, and search users](/guides/workflow-automation/admin-guide/users-groups-and-categories/view-edit-search-users.md) - [Optimize your dashboard with key performance indicators](/guides/workflow-automation/admin-guide/reports-and-kpis/adding-process-kpis-to-a-dashboard.md) - [Create and manage reports](/guides/workflow-automation/admin-guide/reports-and-kpis/creating-reports.md) - [Mastering KPI Display in Request Detail](/guides/workflow-automation/admin-guide/reports-and-kpis/displaying-kpis-for-an-individual-request.md) - [How to define key performance indicators for processes](/guides/workflow-automation/admin-guide/reports-and-kpis/defining-process-kpis.md) - [Reports and KPIs](/guides/workflow-automation/admin-guide/reports-and-kpis.md) - [Understanding key performance indicators for processes](/guides/workflow-automation/admin-guide/reports-and-kpis/kpi-overview.md) - [Effective strategies for targeted reporting](/guides/workflow-automation/admin-guide/reports-and-kpis/planning-reports.md) - [Enhance report management with task automation](/guides/workflow-automation/admin-guide/reports-and-kpis/manage-task-reports.md) - [Create and customize chart options for reports](/guides/workflow-automation/admin-guide/reports-and-kpis/report-chart-options.md) - [Mastering report columns in workflow automation](/guides/workflow-automation/admin-guide/reports-and-kpis/report-columns.md) - [Optimize report limits for effective data management](/guides/workflow-automation/admin-guide/reports-and-kpis/report-limits.md) - [Master report filters for data analysis](/guides/workflow-automation/admin-guide/reports-and-kpis/report-filters.md) - [Reports library overview](/guides/workflow-automation/admin-guide/reports-and-kpis/reports-library-overview.md) - [Streamline task management with Manage Task column](/guides/workflow-automation/admin-guide/reports-and-kpis/the-manage-task-report-column.md) - [Define your organization's business hours easily](/guides/workflow-automation/admin-guide/settings/business-hours.md) - [Manage your database connections effectively](/guides/workflow-automation/admin-guide/settings/database-sources.md) - [Credential Center](/guides/workflow-automation/admin-guide/settings/credential-center.md) - [Manage your organization's holiday schedules](/guides/workflow-automation/admin-guide/settings/holidays.md) - [Effortlessly create and manage your dashboards](/guides/workflow-automation/admin-guide/settings.md) - [Streamline email management with inbound monitors](/guides/workflow-automation/admin-guide/settings/email-monitors.md) - [Efficiently manage notifications with the Notification Center](/guides/workflow-automation/admin-guide/settings/notification-center.md) - [Manage your organization’s password settings](/guides/workflow-automation/admin-guide/settings/password-settings.md) - [Scheduling and managing reports](/guides/workflow-automation/admin-guide/settings/report-scheduler.md) - [Manage system messages in your workflow easily](/guides/workflow-automation/admin-guide/settings/system-messages.md) - [Set up Single Sign-On (SSO) with SAML 2.0](/guides/workflow-automation/admin-guide/settings/single-sign-on-sso.md) - [Easily manage translations for your workflows](/guides/workflow-automation/admin-guide/settings/translations.md) - [Mastering process management: Copy, version, export](/guides/workflow-automation/admin-guide/processes/process-detail/copy-export-version-a-process.md) - [Optimize process management with ad-hoc requests](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-allowing-ad.md) - [How to delete a process safely](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-deleting-a-process.md) - [Manage process details efficiently with Nutrient Workflow](/guides/workflow-automation/admin-guide/processes/process-detail.md) - [Efficiently manage form questions in workflows](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-form-questions.md) - [Optimize your processes with QR code scanning](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-links-api-options.md) - [Understanding publish statuses in process management](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-publish-status.md) - [Set roles and permissions](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-set-roles-permissions.md) - [Optimize your workflow with Flow View capabilities](/guides/workflow-automation/admin-guide/processes/process-menu/flow-view.md) - [Communicate within requests using discussion tabs](/guides/workflow-automation/admin-guide/processes/process-menu/discussion.md) - [Optimize your processes with effective KPIs](/guides/workflow-automation/admin-guide/processes/process-menu/kpis.md) - [Process Builder overview](/guides/workflow-automation/admin-guide/processes/process-menu/process-flow.md) - [Customize the request detail screen for efficiency](/guides/workflow-automation/admin-guide/processes/process-menu/request-detail-config.md) - [Manage tasks effectively in your workflow automation](/guides/workflow-automation/admin-guide/processes/process-menu/task-list-view.md) - [Test your processes effectively with Run Request](/guides/workflow-automation/admin-guide/processes/process-menu/run-request.md) - [Add tasks to your workflow process](/guides/workflow-automation/admin-guide/processes/tasks/creating-a-task.md) - [Understanding tasks in workflow automation](/guides/workflow-automation/admin-guide/processes/tasks.md) - [Adding a KPI’s widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-a-kpi-widget.md) - [Enhance your dashboard with report widgets](/guides/workflow-automation/admin-guide/settings/dashboards/adding-a-report-to-a-dashboard-legacy.md) - [Adding a report widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-a-report-to-a-dashboard.md) - [Adding a DashForm widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-dashform-widget.md) - [How to add widgets to your dashboard](/guides/workflow-automation/admin-guide/settings/dashboards/adding-an-html-widget-to-your-dashboard-legacy.md) - [Adding an HTML Panel widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-an-html-widget-to-your-dashboard.md) - [Adding a Monitor Requests widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-monitor-requests-widget.md) - [Adding Manage Requests widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-manage-requests-widget.md) - [Adding a My Requests widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-my-requests-widget.md) - [Adding a My Tasks widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-my-tasks-widget-to-dashboard.md) - [Adding a Today’s Messages widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-today-messages-widget.md) - [How to assign and share dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards-legacy.md) - [Managing roles and permissions for dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards.md) - [Customize and enhance your dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/configuring-dashboards-legacy.md) - [View or edit a dashboard layout](/guides/workflow-automation/admin-guide/settings/dashboards/configuring-dashboards.md) - [How to create and manage dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/creating-dashboards-legacy.md) - [How to create and manage dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/creating-dashboards.md) - [Streamline your workflow with our dashboard interface](/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface-legacy.md) - [Streamline your workflows with launch buttons](/guides/workflow-automation/admin-guide/settings/dashboards/launch-buttons-legacy.md) - [Accessing dashboards and navigating the interface](/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface.md) - [Customize dashboards for improved user experience](/guides/workflow-automation/admin-guide/settings/dashboards/legacy-dashboard.md) - [Customize dashboards for improved user experience](/guides/workflow-automation/admin-guide/settings/dashboards/modern-dashboard.md) - [Maximize dashboard capabilities with the HTML Panel widget](/guides/workflow-automation/admin-guide/settings/dashboards/using-the-dashboard-html-panel-widget-legacy.md) - [Customize the look of your workflow portal](/guides/workflow-automation/admin-guide/settings/system-settings/custom-theme.md) - [Configure the onboarding tour](/guides/workflow-automation/admin-guide/settings/system-settings/onboarding-tour.md) - [Configure system settings](/guides/workflow-automation/admin-guide/settings/system-settings.md) - [Enable multi-factor authentication for better security](/guides/workflow-automation/admin-guide/settings/system-settings/multi-factor-authentication-mfa.md) - [Use AI in your workflow to extract, validate, or analyze data](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-ai-data-extraction.md) - [Configure a Database Push task](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-database-push.md) - [Configure a Database Pull task](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-database-pull.md) - [Optimize your processes with AWS Lambda integration](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-lambda.md) - [Configure a Web Service task](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-web-service.md) - [Configure REST client for web service integration](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-rest-client.md) - [Effortlessly upload files to SharePoint via Lambda](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/upload-file-to-sharepoint.md) - [Configure tasks effectively in your process flow](/guides/workflow-automation/admin-guide/processes/tasks/task-menu.md) - [List of task types](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/complete-list-of-task-types.md) - [Effective data transfer between parent and child requests](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/passing-data-from-child-request-back-to-parent.md) - [Catch submission issues before they reach the approver](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/ai-form-review.md) - [Document Signing task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/document-signing-task.md) - [Streamline API workflows with data container tasks](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-data-container.md) - [Optimize your workflow with counter tasks](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-counter-task.md) - [Create documents with Document Generation](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/premium-add-on-task-document-generation.md) - [Configure dynamic email notifications seamlessly](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-dynamic-notification.md) - [How to configure the dynamic assigner task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-dynamic-assigner.md) - [Excel Import task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-import.md) - [Use the Excel Batch task in a workflow](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-batch.md) - [File Copy task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-file-copy.md) - [Customize task assignments with Form Assigner](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-assigner.md) - [Streamline file transfers with FTP Push Task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-ftp-push-task.md) - [Form task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-task.md) - [Enhance your processes with general notifications](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-general-notification.md) - [Simplifying workflow with Launch Request management](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-launch-request.md) - [Streamline your processes with PDF generator task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-pdf-generator.md) - [Master the Open URL Task for Workflow Automation](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-open-url.md) - [Effortlessly merge PDFs with ease](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-pdf-merge.md) - [Understanding milestone tasks in workflow automation](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-milestone.md) - [Efficient task assignment with Task Assigner](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-task-assigner.md) - [Schedule future tasks effortlessly with Task Scheduler](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-task-scheduler.md) - [Effortlessly manage user profile updates](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-user-profile.md) - [Configure form prefills](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-tasks-form-prefills.md) - [Task recipient options](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients.md) - [Optimize task assignment with assignment settings](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/assignment-settings.md) - [Mastering recipient rules for effective workflow](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/recipient-rules.md) - [Optimize task management with recipient configurations](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/setting-recipients.md) - [Optimize task display settings for better efficiency](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/display-settings.md) - [Mastering the Edit Detail feature for tasks](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/edit-detail.md) - [Configure task start rules](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/configure-rules-editor.md) - [Customize task menu email notifications](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/notification-settings.md) - [Task configuration options](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration.md) - [Master task management with reminders and timeouts](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/reminders-and-timeouts.md) - [Streamline task management with dynamic naming](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/dynamic-names.md) - [Configure your approval task for better feedback](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/approval-with-comments.md) - [Enhance approval decisions with AI-powered analysis](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/ai-agentic-approval.md) - [Streamline workflows with email approval tasks](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/approval-by-email.md) - [Display specific forms in approval tasks](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/displaying-forms-in-an-approval.md) - [Using approval tasks for decision-making](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task.md) - [Streamline approval tasks with previous approvers](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/previous-approvers.md)