Updated Articles

  1. New Task Structure: Overview and Configuration Guide

    Understanding the New Task-to-Resource Relationship Overview Task is the parent object of all types of tasks such as Approval, Prompt, User Task, other Custom tasks, etc. All these tasks inherit from Task object.  User Task: new type of task t...
  2. Task Restructure - what's changing and why

    What’s changing? We have enhanced the way Tasks behave in Readinow to provide greater flexibility and improved configuration for application and platform developers. These changes streamline task management by allowing tasks related to a resource...
  3. Product Training

    ReadiNow Academy Login Training Access ReadiNow Academy Access:  Access to the training videos in the ReadiNow Academy is available to all ReadiNow Designated Administrators. To request access, please submit a ticket...
  4. Release Notes 2.204 (24 July 2025)

    ReadiNow reserves the right to update these release notes at any time. Features     Go-Live Highlights Process Engine Launch of the ReadiNow Process: The ReadiNow process engine has been officially released to production and is now avai...
  5. Sensitive Data

    What is sensitive data? Many customers must ensure that confidential or sensitive data remains within their production tenant during operations such as tenant refreshes or exports. This is a critical compliance requirement, particular...
  6. Process Runs

    In ReadiNow, a  Process Run  represents an active or completed instance of a Process execution. When a Process is launched—either manually or through automation—it creates a Process Run record that tracks the state and progress of that particular ...
  7. Process Step Tasks

    In ReadiNow's Process feature, Process Step Tasks are individual tasks generated from each step within a Process run. Just like ReadiNow’s User Tasks, aka Tasks, they represent actionable items assigned to users, and each task corresponds to a s...
  8. Configuring a button to start a Process

    To start a Processes users would typically click on a button that is configured to start a certain process. You can configure a button on a page or form page to launch a Process.  Go to the page or form page. Drag a button on to the page where ...
  9. Starting a Process

    Processes are typically started by clicking on a button that launches the process.  For example, the below screen shows a button labelled “New Request” which will launch an Onboarding Process.  The New Request button launches an onboarding...
  10. Activate Process

    Before you can make a Process available for use within an application you have to activate it in the Process Builder. Activation is like publishing the latest version of your Process.   When you activate the process ReadiNow performs a verific...