How To Guides

How to Rationalise Applications
TABLE OF CONTENTS Overview Video Tutorial (2m 10s) Accepting Applications  Supersede and Rationalise Rejecting Applications Reject Usage Links from S...
Wed, 19 Jan, 2022 at 3:19 PM
Move a User Migration to a Process when the Survey is Passed/Failed
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 ...
Tue, 1 Mar, 2022 at 3:12 PM
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...
Tue, 18 Jan, 2022 at 3:00 PM
How to Import Contacts from a File
TABLE OF CONTENTS How to Import Contacts from a file Create the File Import the Data Further Support How to Import Contacts from a file Create the...
Tue, 18 Jan, 2022 at 3:01 PM
Getting Started With The API
TABLE OF CONTENTS Introduction Downloading the API Preparing the API Further Support Introduction The API allows the development of code to run a...
Thu, 12 May, 2022 at 4:48 PM
How to Setup Notifications
TABLE OF CONTENTS Overview How To Setup a New Alert How To Edit an Existing Alert How To Delete an Alert Further Support Overview ManagementStudio ...
Wed, 19 Jan, 2022 at 3:21 PM
How to Create a Survey with Interactive Show/Hide Control
TABLE OF CONTENTS Overview Setup Steps Create a Custom Form to Store the Survey Results Create the Survey Testing the Survey Further Support Over...
Tue, 18 Jan, 2022 at 3:03 PM
How to Add a Hyperlink to a Survey
TABLE OF CONTENTS Overview Video Guide (1m 30s) Step-by-Step Guide Further Support Overview Sometimes it's useful to be able to display a URL (...
Tue, 18 Jan, 2022 at 3:03 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...
Tue, 18 Jan, 2022 at 3:04 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...
Tue, 18 Jan, 2022 at 3:04 PM