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Overview Users can discard changes made to a file and revert to the previous file version. Related Information/Setup For more information on editing an attachment file, please see the Editing an Attachment Using Microsoft Office Web Applicatio...
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Overview Users can preview the content of a file on an Attachment card using the Preview function. Related Information/Setup For more information on editing an attachment file, please see the Editing an Attachment Using Microsoft Office Web Ap...
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Overview You can apply edits to an Attachment file using Microsoft Office web applications. An Administrator must enable the Allow Editing Online via Microsoft Office toggle switch, and users must have a current Microsoft Office license to edit...
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Overview
Resolver will automatically version new files when uploaded by matching the file name and extension type.
Navigation
From the Home screen, search for a form with an attachment on the My Tasks list....
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Overview The Document Management feature displays attachments using the Card format, enabling document management features (Version Number, File Type Icon, File Name, Upload Date, Create By, etc.). User Requirements The user account you use to...
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Overview A HAR file is an HTTP Archive file that logs/tracks information between a web browser and a website. Some errors in Resolver are not tracked in Papertrail™ (e.g., browser related) A user can generate a HAR file to obtain logging informat...
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Overview Administrators can publish a Dashboard when it is complete to allow other user access to the charts/reports within the Dashboard. Dashboards must be published to embed a Dashboard in a system Activity so users can view them. User Acc...
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Overview Administrators can embed a Dashboard in an Activity, incorporating the Dashboard into the system. Warning: You must have at least one Published Dashboard before adding a Dashboard to an Application. Note: Unpublished D...
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Overview
Aggregated Formulas allow users to create new columns of data based on predefined aggregate functions (e.g., Running Average, Running Sum, Running Min, etc.) using Column Data from the Columns loaded in the Columns field.
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Overview
Resolver’s Dashboard Builder allows Administrators to build custom Dashboards using the Dashboard Data Sets published within their Org.
Before using the Dashboards feature, at least one Dashboard Data Set needs to be creat...