Raquel Perez
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Articles
Recent activity by Raquel Perez-
Signals Notebook: Submit a task individually to a Request in Signals
Prior to this task: ✔ Request must be created. ✔ Task must be created. *Required. 1️⃣ Signals Dashboard ➡ select [Requests] 2️⃣ Requests ➡ select request 3️⃣ Request Contents pane ➡ sel...
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Signals Notebook: Create a task(s) for a Request in Signals
Prior to this task: ✔ Request must be created. *Required. 1️⃣ Signals Dashboard ➡ select [Requests] 2️⃣ Requests ➡ select request 3️⃣ Request ➡ select [Create Tasks] 4️⃣ Create Tas...
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Signals Notebook: Add an information item(s) to a Request in Signals
Prior to this task: ✔ Request must be created. ✔ Information item(s) must be available. 1️⃣ Signals Dashboard ➡ select [Requests] 2️⃣ Requests ➡ select request 3️⃣ Request ➡ select [Ad...
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Signals Notebook: Create a new Request in Signals
*Required. 1️⃣ Signals Dashboard ➡ select [Add New] ➡ select [Request] 2️⃣ New Request ➡ select/type Template Name* Description Notebook Additional Fields 3️⃣ New Request ➡ sele...
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Signals Notebook: Delete a field(s) of a Task template from the Signals Configuration
For Administrators only. Prior to this task: ✔ Task template must be created. ✔ Field must be added to a Task template. *Required. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ Sys...
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Signals Notebook: Edit a field(s) of a Task template from the Signals Configuration
For Administrators only. Prior to this task: ✔ Task template must be created. ✔ Field must be added to a Task template. *Required. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ Sys...
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Signals Notebook: Add a field(s) to a Task template from the Signals Configuration
For Administrators only. Prior to this task: ✔ Task template must be created. ✔ Attribute must be created. *Required. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ System Objects ➡...
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Signals Notebook: Create a new Task template from the Signals Configuration
For Administrators only. *Required. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ System Objects ➡ select Tasks and Requests 3️⃣ Tasks and Requests Settings pane ➡ select Task ➡...
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Signals Notebook: Remove a Task property from the Signals Configuration
For Administrators only. Prior to this task: ✔ Task property must be added. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ System Objects ➡ select Tasks and Requests 3️⃣ Tasks an...
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Signals Notebook: Edit a Task property from the Signals Configuration
For Administrators only. Prior to this task: ✔ Task property must be added. *Required. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ System Objects ➡ select Tasks and Requests 3...