Updated Articles

  1. Editing a Select List Field

    Overview Administrators can edit and delete an existing field. Applying edits to an existing field will affect all object types related to the field. Deleting a field will remove the field from all related object types. User Account Requireme...
  2. Confidential Portal Overview

    An overview of the Confidential Portal in Resolver Core.
  3. Forms

  4. Adding Form Elements to a Standard Form

    Instructions on adding various elements, including fields, relationships, and formulas, to a configurable form.
  5. Add an Update Field Concatenations Action to a Transition

    Overview The Update Field Concatenations action allows Administrators to update object names beyond the Creation state.   Note: The Update Field Concatenations workflow action is only available for button triggers in ...
  6. Edit / Delete a Trigger or Transition

    Learn how to edit or delete a trigger, transition, or action on a workflow on an object type.
  7. Merging Duplicate Objects

    Overview The merge duplicate objects feature allows users to merge two objects (a main object and a duplicate object), updating the main object (e.g., merging duplicate user profiles to create one user profile). When merging the two objects, the ...
  8. Workflow Permissions

    An overview of the different workflow permissions available for each object type added to a role.
  9. Enabling Merge Object Permissions on an Object Type

    Overview The merge duplicate object feature allows users to merge two objects (a main object and a duplicate object), updating the main object (e.g., Merging duplicate user profiles to create one user profile). When merging the two object...
  10. Roles & Permissions