Steer by QuickReach Helpdesk
  • English
Go to website
Back
Articles on:Workflow Apps
Articles on how to create your first workflow app from designing a form all the way to assigning user app access

Categories

  • Steer for Developers
  • Steer for Contractors
  • Steer for Fit-Out Contractors
  • Steer Projects
  • Steer Quality and Safety for Developers
  • Steer Site Materials Management
  • Steer Project/Task Management
  • Steer Design Management
  • Steer Quality and Safety for Contractors
  • Getting Started on Quick Reach
  • Get Started with No-Code
  • User Guides to Templates
  • FAQs
  • Solutions
  • Solution Template Installation Guides
  • Record Apps
  • Workflow Apps
  • Global Reports
  • Master Data Management
  • Mobile
  • Automation
  • External User Access
  • Product Updates
  • 3rd-Party Plugins
  • Troubleshooting
  • Company and User Settings
  • Subscription Details
  • Workflow App: Table of Contents
    Few readers
  • Overview: Workflow App
    Familiarize yourself with basic steps as well as the different ways on how to create a Workflow App.Popular
  • Workflow App: Form Builder
    Get started with creating your first Workflow App by learning about the Form Builder, its interface, and how to set fields on your form. Popular
  • Create a Form from Scratch
    Get started with creating forms by learning how to start from Scratch and modify and design your own fields.Popular
  • Create a Form Using a Template
    Get started with creating forms by learning how to install Solution Templates. Some readers
  • Setting Up A Header and Footer
    Customize your form by learning how to add a header image and footer text on your form.Few readers
  • Default and System Form Elements
    Learn more about the basic and advanced tools available in designing your form builder.Some readers
  • Text Field and Text Area Elements
    Learn how to configure and set text fields and text area elements on your form using text, number, date, time, and email formats. Few readers
  • File Upload and Signature Elements
    Learn how to include attachment and signature fields on your form by configuring File Upload and Signature Elements.Few readers
  • Dropdown, Radio Button and Checkbox Elements
    Learn how to add dropdown lists and add multiple selections on your forms with Dropdown, Radio Button, and Checkbox Elements in your forms.Popular
  • Configuring the Formula Builder Using Label, Dropdown and Radio Button Elements
    Make your forms capable of performing calculations using the Formula Builder with Label, Dropdown, and Radio Button Elements. Some readers
  • Configuring the Formula Builder Using Label and Text Field Elements
    Make your forms more advanced by learning to set up the Formula Builder with Label and Text Field Elements.Few readers
  • Scanner and Geolocation Elements
    Learn how to use Scanner and Geolocation Elements in your forms.Few readers
  • Search and Filter Element
    Learn how to create a field that searches and filers data from an existing record or database using Search and Filter Element.Few readers
  • Cascading Element
    Learn how to apply Cascading form fields that display specific items based on your previous form entries.Few readers
  • NFC Element
    Learn how to use NFC to make your forms more dynamic.Few readers
  • Currency
    Learn how to add currency symbols to your form.Few readers
  • Condition
    Learn about Conditions and how to set up rules for conditional form felds that only appear when certain parameters in your form are satisfied.Few readers
  • Validation
    Learn how to set up validation fields that allow you to specify data inputs on your chosen field.Few readers
  • Global Search
    Learn how to set up Global Search fields that can call data from existing datasets or records into your current form.Few readers
  • Grids
    Learn about the three different ways that you can create tables or grids on your forms.Few readers
  • Table / Data Grid
    Learn how to insert and design a table or data grid where users can also add their entries.Few readers
  • Reference Table / Lookup Grid
    Learn how to insert tables that call specific information from your existing records and datasets by using Reference Table or Lookup Grids on your form.Some readers
  • Creating Subtotals in the Data Grid
    Learn how to create Subtotal fields in your form's data grid.Few readers
  • Configuring Totals and Subtotals in Reference Grids
    Learn how to add the Totals and Subtotals fields in your form that contains a reference grid.Few readers
  • Process Table
    Learn how to insert a table that calls data from other Workflow apps using the Process Table.Few readers
  • Workflow App: Process Flow
    Learn how to design the steps and assign actions to Actors in your workflow using the Process Flow designer.Popular
  • Setting Up SLA
    Learn how to set up and integrate SLAs in your workflow. Few readers
  • Configuring On the Fly Assignment
    On the Fly assignment lets you assign a case specifically to a user in the next lane. From the process flow, you can select from any of the process lanes where you want to enable the on the fly assignment, and the user/s assigned on the prior lane from where you enabled the on the fly assignment, will be the ones to select whom they want to assign the case to next. After building the form, (https://qrcustomersuccess.crisp.help/en/article/wSome readers
  • Workflow App: User Settings
    After designing your workflow and saving your Process Flow, learn how to set more rigorous controls by providing or restricting access to parts of your form to certain users.Popular
  • Configuring Parallel Assignment
    Learn how to add multiple approvers in a specific process step using Parallel Assignment.Few readers
  • Viewing Workflow Details
    Familiarize yourself and know the basic steps on how to navigate the Steer interface and view the Workflow details.Few readers
  • Show Workflow Details
    Learn how to show the details and process steps of an existing workflow. Few readers
  • Export Workflow Details
    Learn how to export an existing Workflow's details and view the details in the exported Excel files.Few readers
  • Save as New Workflow
    Learn how to duplicate your existing workflow via the Save as New Workflow option.Few readers
  • Edit Workflow Access Settings
    Learn how to edit the User Access Settings of an existing Workflow.Some readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email
© 2023 Steer by QuickReach HelpdeskWe run on Crisp Knowledge.