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InfoCapture Workflow
The workflow section of a form is completely optional. It can be used to restrict who is able to change the status, what they are allowed to change it to and at what point during the lifecycle of an...
InfoCapture: Creating notifications
Emails can be sent from a form by combining triggers with email templates to make notification rules. These can be configured to be sent to: Project Roles, i.e. all users within a Project Role The S...
InfoCapture default notification template
When creating a notification, there is a template choice simply called 'DEFAULT'. The Default template is an email that can be configured to include certain information about a form. It is...
InfoCapture List Options
This article relates to the following four project option tabs available on the admin side of a form: General List Options Tickets per page: The number of tickets to be displayed in the list of issu...
InfoCapture Custom Phrasing
Custom messages are used to change the default phrasing within the project. For example, I may wish for my 'Quote Requests' project to use the term 'quote request' instead of �...
Embed a Public Trello board
Please note that currently Trello does not allow to embed private board to a website for the security reasons but might be considered in the future. Read more... Using embed component in Pages, it i...
Creating Custom Components for Pages
Claromentis comes with numerous Page components ready for use: However, it's possible for your team to create their own components. Components can be created by those with appropriate knowledge...
Client Hosted - Install - Pre-flight checklist
This checklist is designed for all Claromentis customers who are providing OnPremise infrastructure. This checklist will be used by Claromentis team in order to determine whether the installation of...
How to add HR tool admins
Overview Unlike other applications, you cannot give admin access to the HR tool from the application administrator panel in Admin > System > Administrator. Instead, the functionality is set fr...
iOS & Android Mobile Universal Link
This guide is intended for Claromentis 8.6+ and publically accessible sites only What is a mobile universal link? Mobile universal link allows user to access relevant content faster, typically when ...
Configuring Web Push Notification with OneSignal
If you have a custom / branded mobile app for your organisation it is likely that OneSignal has been configured as part of Mobile Push Notification. Please contact our Support team to learn more. On...
Creating an Event
To create Events on the front-end of the application, users will need to have been granted permissions on the admin side (Applications > Admin > Events) by an Events application administrator....
Events reports
There are two different types of reports for the Events application: User reports Event reports To access reports in the Events application, you will either need to be an application administrator o...
How to Create a Discussion
This guide shows you how to create a discussion topic in the Discuss application. With the correct permissions that have been configured from the admin side of the Discuss application, you will see ...
Set up Managers and Direct Reports
Although the org chart application is a stand-alone feature, it works alongside the People application to demonstrate organisation structure. To create the structure that will pull through to charts...
Org Chart: Admin Side
An application administrator of the Org Chart application can follow this guide. Head to Admin > Org Chart to open the admin side and the tabs explained below. Org Chart list This tab will list a...
Create a New Org Chart
Before creating an Org Chart, ensure the manager and direct report fields have been filled out for all users. This can be carried out manually by People administrators or through a sync (if one is s...
Policy Manager: Admin Overview
Application administrators of Policy Manager need to set up the admin side of the application before it can be used. In particular, the category and default policy permissions tabs need to be config...
Policy Manager: Creating a new Policy
Users with permission to create policies can do so from the front end of the application. Considerations about how the content will be created in the Intranet and permissions need to be made by your...
When to use real time chat, Discuss, and Communication in Claromentis
When it comes to communication, everyone's got their preference, and sometimes the boundary between when to use them can get really blurred. Email used to be the one solution for all kinds of b...