Comments
CommentsRelated InformationMain MenuCommentsComments in ReportsComments in FormsThe Comments menu contains a list of all the comments the logged in user has added, edited, or updated in Bizview. The list shows ID, name of the person that created the comment, and the date the comment was created. You can also see in which report/form the comment was added.Access Comments by selecting the icon fr...
Actions - Workflow
Actions - WorkflowRelated InformationWorkflowRibbonInstructionsCommentsAttachmentsIf a template exists, you can access it in the Actions area. You can also view and update the status of the Workflow step, as well as review the name of the doer and responsible. If you have Administrator rights, it will be displayed as Administrator beneath the Responsible row.If the designer has added a due date...
Instructions - Workflow
Instructions - WorkflowRelated InformationWorkflowRibbon - WorkflowActions - WorkflowComments - WorkflowAttachments - WorkflowInstructions that are connected to the workflow, template, or step display in the Instructions area.There are three different kinds of instructions:InstructionDescriptionTemplateInstructions attached to a template display in the Template instruction tab. But, if there's ...
Sharing Workflows
Sharing WorkflowsTo share a workflow with someone, open the workflow and select Share from the right panel:The following options display:Select the workflow you want to share. Choose between all workflows, current workflow, or current step.Click on the copy icon to the right of URL or Embed field to get a link to the clipboard.Caution: The user that receives the link needs to have access to the...