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Workflow Release Notes 2024-08-08
Workflow Release Notes August 8, 2024 All EnvironmentsUpdates (8) (NEW) Improved Workflow load times for overall initial load and initial load for forms on the right. Exact improvement amounts...
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Workflow Release Notes 2024-06-06
Workflow Release Notes June 6, 2024 All EnvironmentsUpdates (5) (NEW) Button action function added to available GoTo form options for Data Validation and Required Fields rules. (NEW) Macro.Popup...
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Form Snapshot
Form Snapshot Workflow allows the user to take a snapshot of any form active on the right. This can be done via the camera icon on the top right or admins can configure the snapshot to be taken aut...
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Required Fields
How To Create Required Field Rules This rule type should be used for any fields or documents that are simply required to be completed, without validating the data for accuracy. Creating a required ...
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Data Validation
How To Create Data Validation Rules This rule type should be used for any scenarios that require validating the data for accuracy. Creating a data validation rule will cause the error message to be...
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Opt-In Features
Opt-In Features These features are optional variations from the default functionality. Admins can elect to enable any of these by contacting support@maceinnovations.com. Keep The Tab Order Of The...
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Workflow Release Notes 2024-04-04
Workflow Release Notes April 4, 2024 All EnvironmentsUpdates (11) (NEW) Alerts can now be added as Input form windows on the right. (NEW) Macro.DisplayServices function added to available Go...
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Pop-up EFolder Document Manager
Pop-up EFolder Document Manager You can open the document manager by using an event on any form loaded within Workfow (left or right side screens) allowing the user quick and easy access to specifi...
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Input Form Windows (right)
How To Customize The List Of Input Forms You have full control over which forms will be available to anyone accessing Workflow. These can include any standard or custom forms in your environment. ...
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Hub Management
How to Manage the "Wokflow Hub" Workflows can be set up in hubs that contain multiple Workflows as tabs in a single form window in Encompass, or every one can be a separate form window. Each Workfl...