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Using the template documents, documents can be generated from the following: Reports Forms Workflows ( Generate Document ) Template documents have a target object starting context. Begin with the target object the template document is based o...
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Last Updated: 16/04/2019
in Working with Resources Reports The Analyser is used to filter the report data based on some values. To filter the report based on any value of a field, the corresponding field needs to be added to analyser. Note that if the report builder (usually the administrator) has checked ...
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ReadiNow reserves the right to update these release notes at any time. New Features Offline Mobile Offline Mobile makes it easy to capture data on-the-go. It was developed for situations where an network connections are not available but pe...
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Check the details of a field in the Field Properties dialog. Each Field Type has its Field Properties dialog. Opening the Field Properties dialog To open the Field Properties dialog: Open Form Builder mode, see Opening and Using Form Builder ...
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ReadiNow API Callouts can connect to Microsoft Azure APIs by using OAuth 2.0 authentication. This page describes how to set up an API Callout Endpoint to call the Microsoft Graph Service; and a workflow retrieve a list of uses. Configure authentica...
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You can arrange Security Roles hierarchically. Each role may be include multiple roles, or be included by multiple roles, or both. This is referred to as ‘Role Nesting’. If one role includes a second role as a member - in the Members (Roles) ta...
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Overview Text templates provide a convenient and safe way to generate rich-text (HTML) and plain-text within a calculation by using document generation macros. Consider a calculation that adds strings together to form a rich-text email messa...
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ReadiNow API Callouts can connect to Microsoft Azure APIs by using OAuth 2.0 authentication. Azure offers two permission models: Application - where a software application such as ReadiNow connects to an API service on its own behalf Delegated -...
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Last Updated: 15/03/2019
in Administration Integration Overview Centrally manage credentials for the following integration configurations: Scheduled Exports Scheduled Imports FTP Fetch workflow activity FTP Put workflow activity Creating a new Credential To create a Credential: Select Admini...
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Last Updated: 31/07/2020
in Working with Resources Reports To create reports in the Left Navigation Area: Turn on configuration mode by clicking on the spanner on top right. Locate the button in the left navigation area and click once to load the Create New Page selection screen. Select Ne...