Taking “No Action” on a Pending Any Route Row
Question: I am sometimes part of a “Pending Any” group on a route. I know that once someone on the…
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Newsletter Articles
Pivot Tools in Power UX
Did You Know? V23+ in Power UX offers pivot tables for the Executive Dashboard and the Cost Analysis Detail part…
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How to Scroll Through Attachments
Question: Our documents tend to have many attachments and we’d like to be able to see them all by scrolling,…
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Access to Only Some Manage or System Admin Tools
Question: As a System Administrator I can use all the tools on the Manage and System Admin Dashboards. I’d like…
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Rolling Up Cost Codes into Divisions (3 Groups) in BFA
Question: In BFA, we need to see totals for our cost codes by divisions (all cost codes that start with…
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Reordering Routes and Attachments
Did You Know? We know that there are reasons you may want to change the order of people on your…
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Entering/Finding Roles vs. Contacts for Predefined Routes
Question: I am adding a Seq row to an existing predefined route and want to add a specific role; however,…
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Setting Item Dates to the Current Date Automatically
Did You Know? The ATC: SET workflow script command can be used to set Item dates on a document to…
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How to Add Item Footers
Question: I like that Commitments now show the total amount on an Items tab footer. Can I add a totals…
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How to Add an Overlay to a Text Field
Question: In some fields I see gray text explaining what can be entered in the field. How do I add…
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