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Graham

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  • Transition Enactment Permissions

    1. Flowset
    2. Workflow Transitions

    Edit transition enactment permissions To edit the enactment permissions of a transition, double click the transition link and edit the enactment permissions from the properties panel.   Double cli...

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  • Workflow Enactment Permissions

    1. Flowset
    2. Workflow Configuration
    3. Properties

    Edit workflow enactment permissions To edit the enactment permissions of a workflow, double click the process shape and edit the enactment permissions from the properties panel. Double click proc...

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  • Activity Enactment Permissions

    1. Flowset
    2. Activity Configuration
    3. Properties

    Edit activity enactment permissions To edit the enactment permissions of an activity, double click the activity shape and edit the enactment permissions from the properties panel. Double click ac...

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  • Process Structuring Canvas

    1. Flowset
    2. Workflow Structuring

    The anatomy the process editor The image below shows the main features of the Flowset process editor. Toolbar (A). Stencil (B). Navigator (C). Hide/Show Navigator (D) Back (E). Canvas (F). The ...

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  • Workflow Enactment Permission Concepts

    1. Flowset
    2. Conceptual Overviews

    Flowset specifically uses the term Enactment Permissions to add emphasis to the ability to grant role-based permissions to enact either a transition or the ability to work on an activity.  Typical ...

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  • Impact of Cloudset branding changes

    1. Cloudset Framework
    2. Start Here

    In July 2020 Cloudset undertook a branding refresh that involved a change of product names and badge icons. The following products have not technically changed. While the decimation of these change...

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    • 2 followers
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    • 1 vote

  • Formset Quick Start Guide

    1. Formset
    2. Start Here

      Accessing the Formset screen: To manage rule groups and rules, click on Formset icon (1). The Configuration will default to Formset (2) - Tickets (3) - Configuration (4).   How to create your fi...

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    • 1 follower
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  • Configure Driving Fields

    1. Formset
    2. Configuring Rules

    Configure Zendesk Driving Fields to initiate Rules Fields and field values are defined and managed using the native Zendesk field Configuration Tool which includes the positioning of fields. Formse...

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  • Formset Overview

    1. Formset
    2. Start Here

    What is Formset? Formset manages the control and the visibility of fields and field options values. This means that Formset facilitates the hiding of unnecessary information until such time as it b...

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    • 1 follower
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  • Activity Pre-conditions

    1. Flowset
    2. Activity Configuration
    3. Conditions

    Edit activity pre conditions To edit activity pre conditions, double click the activity shape and edit the pre conditions from the properties panel. Double click activity shape (1).Edit pre condi...

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