Features
This section provides guidance in using XMPro WorkFlow features as follows:
WorkFlow
Site Settings
Allows administrators access to edit application settings in WorkFlow.
Landing Page
Allows administrators to specify site-wide landing page for users.
Site Styles
Allows administrators to change the styles of WorkFlow for the company.
Role Management
Business Group Management
User Management
WorkFlow Designer
Process Hierarchy
Allows administrators and creators to create a process hierarchy in the Process Explorer area.
Activity Controls
Activity Configuration Wizard
A tool that will help you to set up the primary properties.
Object Configuration Wizard
A configuration Wizard to set the properties of a Field or Object on an Activity.
XMPro Integration Wizard
Integration to systems or databases or files or devices set on Activity Level.
Fast Fields
Used to set the value of Fields or Objects on your Activity.
Transfer Manager
Allows administrators to export and import processes from one site to another.
Report Designer
Allows creators to create web-based reports for use in WorkFlow.
WorkFlow Connectors Administration
An administration function to manage the WorkFlow Connectors or plugins for your site.
Dashboard Designer
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.
WorkFlow Monitor
WorkFlow Monitor, formerly known as Business Activity Monitor (BAM) is primarily a service which can perform time-based jobs.
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