Quick Links

This page provides an alternate table of contents to assist you with finding links to topics that are searched or used most often. We hope this will help you find specific topics a bit faster than using the Search or normal Table of Contents features.

General Topics
Adding objects to the content list.
Importing and Exporting Applications

Permissions Methodology

Security For Process Director
Best Practices For Implementation
Forms
Editing a form

Adding Form Controls

Configuring a form definition

Process Timelines
Editing a Process Timeline’s properties
Timeline Activities

Timeline activity types:

System Variables
Adding system variables
Special system variable configurations

User sysvars

Form Sysvars
Timeline sysvars
Timeline activity sysvars
Email Templates
Creating an email template
Task completion via email
Multiple-message email templates
Business Rules
Creating a business rule
Business Values
Creating a SQL Datasource
Creating a SQL Business Value
Knowledge Views
Configuring a Knowledge View
Associate with a specific object
Objects to return
Setting columns
Filtering the data
Exporting Knowledge Views
Goals
Configuring
Run on a scheduled basis
Reports
Creating a report
Developer's References
Custom Variables