Features

This section provides guidance in using XMPro WorkFlow features as follows:

WorkFlow

Site Settings

Allows adminstrators access to edit application settings in WorkFlow.

Landing Page

Allows adminstrators to specify site-wide landing page for users.

For more information, click here.

Site Styles

Allows adminstrators to change the styles of WorkFlow for the company.

For more information, click here.

Role Management

Allows adminstrators to manage Roles. For more information, click here.

Business Group Management

Allows administrators to manage Business Groups. For more information, click here.

User Management

Allows administrators to manage Users. For more information, click here.

WorkFlow Designer

Process Hierarchy

Allows adminstrators and creators to create a process hierarchy in the Process Explorer area.

For more information, click here.

Activity Controls

For more information, click here.

Activity Configuration Wizard

A tool that will help you to set up the primary properties.

For more information, click here.

Object Configuration Wizard

A configuration Wizard to set the properties of a Field or Object on an Activity.

For more information, click here.

XMPro Integration Wizard

Integration to systems or databases or files or devices set on Activity Level.

For more information, click here.

Fast Fields

Used to set the value of Fields or Objects on your Activity.

For more information, click here.

Transfer Manager

Allows adminstrators to export and import processes from one site to another.

For more information, click here.

Report Designer

Allows creators to create web-based reports for use in WorkFlow.

For more information, click here.

WorkFlow Connectors Administration

An administration function to manage the WorkFlow Connectors or plugins for your site.

For more information, click here.

Dashboard Designer

Allows creators to create web-based dashboards for use in WorkFlow. For more information, click here.

WorkFlow Connectors

A plugin Framework that provides a standard way to connect WorkFlow tasks with third party systems, for example, CRM, Database, and Microsoft Word, etc.

For more information, click here.

WorkFlow Monitor

WorkFlow Monitor, formerly known as Business Activity Monitor (BAM) is primarily a service which can perform time-based jobs.

For more information, click here.

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