How To Guides

How to Rationalise Applications
Overview When ManagementStudio is used with data connectors, applications are typically created with the Rationalisation Status set to Pending. This provid...
Tue, 24 Aug, 2021 at 1:19 PM
Move a User Migration to a Process when the Survey is Passed
It's often useful to be able to automatically move a User Migration to a different workflow process when a User Survey is passed by that User. Use the ...
Mon, 11 Oct, 2021 at 9:53 AM
How To Setup Workflow-Triggered Emails
This guide walks through the steps required to automatically send an email to users when they are moved into a specific workflow process.  Setup a new te...
Thu, 14 Oct, 2021 at 2:32 PM
How to Import Contacts from a File
TABLE OF CONTENTS How to Import Contacts from a file Create the File Import the Data How to Import Contacts from a file Create the File The &#x...
Wed, 14 Jul, 2021 at 1:56 PM
Getting Started With The API
Introduction The API allows development of code to run against the ManagementStudio platform. This could take the form of external scripts running on dispa...
Wed, 6 Oct, 2021 at 5:17 PM
How to Setup Notifications
Overview ManagementStudio provides user-configurable notifications so that alerts are automatically sent on specific triggers. Example notifications: Rec...
Wed, 25 Aug, 2021 at 5:16 PM
How to Create a Survey with Interactive Show/Hide Control
Overview It is sometimes useful to be able to create a survey with an interactive element. If a user ticks a checkbox, the next part of the survey is revea...
Fri, 13 Aug, 2021 at 12:08 PM
How to Add a Hyperlink to a Survey
Overview Sometimes it's useful to be able to display a URL (hyperlink) in a User Survey so that end-users can access a shared resource such as an inte...
Wed, 25 Aug, 2021 at 12:28 PM
How to Automate T-minus Emails
This guide walks through the steps required to automatically send an email to users 10 days before their Migration Slot. There is an additional section at t...
Thu, 14 Oct, 2021 at 4:12 PM
How to use the AD connector to link Applications to Users & Devices via an AD group
TABLE OF CONTENTS Introduction Add the AD groups to the Application Enable Feature in the AD Connector Further Support Introduction Most Organisat...
Fri, 1 Oct, 2021 at 3:04 PM