New Articles

  1. About This Guide New

    This guide includes, in point form, requirements, limitations, best practices, and performance notes about Resolver Core. It's designed for users who are already familiar with Core but may need to quickly refer to important information about the...
  2. Version 3.1.1 New

    Version 3.1.1 Bug Fixes Fixed an issue with too many lines in a text field causing blank pages in PDF exports. Fixed an issue with workflow transitions showing an error when trying to assign the current user to a role.  Improvements Ma...
  3. Triggers & Transitions New

    If a single state contains multiple timed triggers with conditions, you must create separate transitions for each timed trigger. All triggers must have transitions saved to them in order to successfully move the object from state to state. F...
  4. Workflow Actions New

    General Multiple actions are not necessarily executed in the order they appear on a transition. There is currently no option to force actions to execute in a specific order. The role(s) added to the Messaging or Role Management actions must be...
  5. Users New

    All Access allows grants a user access to all object types and their objects within an organization. Therefore, it's recommended that you enable these settings only when necessary. Because the user’s email address is used to authentic...
  6. User Audit Trail New

    User Audit Trail data is available from version 3.1 onwards or your go-live date, whichever is later. Due to processing time, recent events will appear in the audit trail after a few minutes. There will also be a brief delay before a deleted su...
  7. Trending Tables New

    Trending data can be configured for daily, weekly, monthly, quarterly, bi-annual, or annual timeframes.  Trending tables and line graphs only show available data. For example, if there is only enough data to populate three values within a ...
  8. Form Elements New

    General The Name property should be included on all your standard forms as it's used to identify objects in search results, views, data visualizations, relationships, etc. If this property is not added to your forms, users will not be able to...
  9. Form Conflicts New

    If a user belongs to two or more roles that have permission to view the same object, but each role should be accessing that object through a different standard form, a form conflict exists.  By default, Core will display the most recently ...
  10. Form Actions New

    Because each form action requires data from the originating object, actions should only be added to forms for existing objects. Clicking an action button on a form still in the Creation state will display blank, read-only forms or reports with no ...