Updated Articles

  1. 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...
  2. 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 ...
  3. 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...
  4. Form Design Best Practices

    Standard configurable forms allow information to be shared between organizations and users. To help ensure data is collected as seamlessly as possible, there are a number of recommendations and best practices administrators should consider when desi...
  5. 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 ...
  6. 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 ...
  7. Dynamic Forms (Section Visibility) New

    It's possible to configure cascading visibility by configuring additional sections to be displayed only when specific values or options are selected within another previously hidden section. For example, if a user chooses Yes from the Employee...
  8. Duplicate Forms New

    Newly duplicated forms are created with a _COPY suffix (e.g., creating a duplicate of a form called “New Incident” will create a new form called “New Incident_COPY”). You can edit the name and description for duplicate n...
  9. Comments New

    Clicking Reply will create a new comment thread. You can tag other users in both comments and replies. To do so, type the @ symbol and begin typing the user’s name, then click to select the user. You can tag more than one user p...
  10. Important Notes About Standard Forms New

    Fields, relationships, references, formulas, and roles must be added to the object type as components and state triggers must be added to the workflow before they can be added to a configurable form. When creating forms for use in a repeatable ...