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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 messages
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 �...
Introduction to Infocapture
What is Infocapture? A Business Process Management application for creating bespoke e-forms and workflows to match your existing business processes. Save time, paperwork, and resources by leveraging...
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...
How to save your browser's console log
Sometime when you have issue in support tickets we can not replicate we might need to you save a console log to flag up any errors. Console logs include diagnostic messages collected by your browser...
Creating Custom Components for Pages
What is a custom component? You can extend what's available in the list of components within pages by creating a custom component. How to create custom component ? 1. Navigate to Admin > Pag...
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...
Policy Manager Drop-In Session (26/9/2018)
Above is the recording of the Claromentis online drop-in session covering the Policy Manager application on the 26th of October 2018. Thank you to all who attended I hope it proved very useful. Incl...
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...
How to create an event
Introduction This guide shows you how to create social events in the Events application. With the correct permissions that have been configured from the admin side of the Events application, you wil...
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 need to be granted permission. For more informat...
Embed a PDF from Documents within an E-Learning module
Claromentis E-Learning module version 2.3.14+ required When creating a module, you can user "Inner File" to provide a link to a document in the Documents application. With the use of embed...
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. In order to make sure the information the org chart is r...
Org Chart Admin
In this article, you will be given an overview of the admin area of the Org Chart application. The Org Chart admin panel consists of two sections Org Chart List and Permissions ---------------------...