User contributions

Lorena

8 April 2024

• Odata Overview

  ‎How to setup an authenticated user to consume a private OData Service

  m

  11:06

  -28

3 April 2024

• Legislative Information Lookup

  no edit summary

  14:40

  +59

• Legislative Information Lookup

  Created page with "=Overview= This feature allows you to pull Legislative Information into mapped fields using the address of the Company record. =Configuration - Essentials= This feature is e..."

  14:38

1 February 2024

• Custom Field Type: Text Box - Text Multiple Lines

  ‎Note Entry mode

  m

  11:50

  +70

24 January 2024

• Variable List

  ‎Organization Categories

  m

  17:05

  +148

28 June 2023

• DocuSign

  no edit summary

  09:44

  +9

• DocuSign

  no edit summary

  m

  09:44

  +11

• DocuSign

  no edit summary

  m

  09:42

  +191

15 May 2023

• Template Page

  no edit summary

  m

  12:26

  -1

12 May 2023

• Template Page

  additional example added

  m

  10:55

  +173

4 May 2023

• Salesforce integration

  ‎Configuring Salesforce Integration

  m

  12:01

  +54

31 March 2023

• Category:Translation

  Adding translation variables

  m

  12:23

  +136

15 March 2023

• Transaction Variables

  ‎Parent Object

  m

  10:33

  +214

17 February 2023

• Template Page

  no edit summary

  m

  15:41

  +88

• Template Page

  ‎General Settings

  m

  11:34

  +113

6 February 2023

• SmartCheck Validation

  ‎Examples

  m

  13:54

  +139

3 February 2023

• Web Page View Field Variables

  ‎Miscellaneous Variables

  m

  12:07

  +311

1 February 2023

• ORCID Integration

  ‎ORCID URL Configuration

  11:28

  -6

• ORCID Integration

  ‎Configuration – Essentials

  m

  11:27

  +303

• ORCID Integration

  ‎Obtain Keys to Use the ORCID API

  10:40

  +12

• ORCID Integration

  ‎Obtain Keys to Use the ORCID API

  10:40

  +187

16 December 2022

• Deprecated - Custom Field Type: Store Values – System Variables

  Showed field types that replaced this

  m

  11:51

  +181

5 December 2022

• Custom Field Type: Special - Advanced Data Table

  ‎Adding a formula to a cell (working with data in the same section)

  m

  10:18

  +191

2 December 2022

• SmartCheck Validation

  ‎Examples

  m

  12:04

  +445

17 November 2022

• Excel Parser

  ‎Troubleshooting Tips

  m

  15:01

  -14

• Excel Parser

  Added troubleshooting tips

  m

  11:10

  +193

16 September 2022

• Web Page View Field Variables

  no edit summary

  m

  10:17

  +124

16 June 2022

• Template Page Variables

  ‎Save/Submit Buttons

  12:02

  +214

10 July 2019

• Custom Field Type: Special - Advanced Data Table

  ‎Special - Browser Script validation

  m

  13:02

  +2,142

19 June 2019

• SmartCheck Validation

  ‎Ensuring an entered date is at least 3 business days away

  m

  15:52

  +82

• SmartCheck Validation

  ‎Comparing a date custom field to a date that is six months ago (date must be at least six months ago)

  m

  15:52

  +82

24 April 2019

• Web Page View Field Variables

  no edit summary

  m

  09:54

  +148

31 January 2019

• Contact Invitations

  ‎Invitations variables

  m

  14:44

  -5

12 December 2018

• SmartCheck Validation

  ‎Configuring Messages for Multilingual Systems

  m

  18:29

  -209

• SmartCheck Validation

  ‎Configuring Messages for Multilingual Systems

  m

  18:28

  +787

19 November 2018

• Web Page View Field Variables

  ‎To display Company Association or Contact Association fields

  m

  14:11

  +9

14 May 2018

• Adobe Sign

  ‎Configuring Global Settings

  m

  10:23

  +143

9 May 2018

• Computed - Calculated Value

  Redirected page to Custom Field Type: Special – Calculated Value

  10:42

• Computed - Calculated Number

  Redirected page to Custom Field Type: Special – Calculated Value

  10:42

• Computed - Calculated Date

  Redirected page to Custom Field Type: Special – Calculated Value

  10:42

• Redirected page to Custom Field Type: Read Only – Text

  10:35

• Display - Text and Variables

  Redirected page to Custom Field Type: Read Only – System Variables

  10:33

• Redirected page to Custom Field Type: Lookup – Ajax Options

  10:31

• Computed - Variable Date

  Redirected page to Custom Field Type: Store Values – System Variables

  10:30

• Computed - Variable Number

  Redirected page to Custom Field Type: Store Values – System Variables

  10:29

• Computed - Variable Value

  Redirected page to Custom Field Type: Store Values – System Variables

  10:29

• Redirected page to Custom Field Type: Special – XML Data

  10:27

• Redirected page to Custom Field Type: Special – Hidden Value

  10:25

27 February 2018

• Using Total Group Options in Report Builder

  ‎Configuration

  10:22

  +114

• File:TotalLabel.png

  Total Label

  10:20

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