Raquel Perez
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Articles
Recent activity by Raquel Perez-
Signals Notebook: Add a new Task property 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: Enable global auto-numbering for Tasks from the Signals Configuration
For Administrators only. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ System Objects ➡ select Tasks and Requests 3️⃣ Tasks and Requests Settings pane ➡ select Task ➡ select Aut...
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Signals Notebook: Set up an ID sequence for Tasks from the Signals Configuration
For Administrators only. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ System Objects ➡ select Tasks and Requests 3️⃣ Tasks and Requests Settings pane ➡ select Task 4️⃣ Task...
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Signals Notebook: Enable Notebook requirement for Requests from the Signals Configuration
For Administrators only. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ System Objects ➡ select Tasks and Requests 3️⃣Tasks and Requests Settings pane ➡ select Request ➡ select N...
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Signals Notebook: Remove a Request template from the Signals Configuration
For Administrators only. Prior to this task: ✔ Request template must be created. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ System Objects ➡ select Tasks and Requests 3️⃣Task...
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Signals Notebook: Share a Request template with other users from the Signals Configuration
For Administrators only. Prior to this task: ✔ Request template must be created. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ System Objects ➡ select Tasks and Requests 3️⃣Task...
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Signals Notebook: Add an information item(s) to a Request template from the Signals Configuration
For Administrators only. Prior to this task: ✔ Request template must be created. ✔ Information item(s) must be available. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ System Objec...
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Signals Notebook: Delete a field(s) of a Request template from the Signals Configuration
For Administrators only. Prior to this task: ✔ Request template must be created. ✔ Field must be added to a Request template. *Required. 1️⃣ Signals Configuration ➡ select [System Objects] 2...
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Signals Notebook: Edit a field(s) of a Request template from the Signals Configuration
For Administrators only. Prior to this task: ✔ Request template must be created. ✔ Field must be added to a Request template. *Required. 1️⃣ Signals Configuration ➡ select [System Objects] 2...
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Signals Notebook: Add a field(s) to a Request template from the Signals Configuration
For Administrators only. Prior to this task: ✔ Request template must be created. ✔ Attribute must be created. *Required. 1️⃣ Signals Configuration ➡ select [System Objects] 2️⃣ System Object...