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Mike

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Activity overview

Latest activity by Mike
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    Mike commented,

    Official comment

    Susan, While it is not possible to configure the columns in the "My Open Tasks" widget or similar pre-defined widgets, you CAN create a report that mimics the same functionality as those widgets an...

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    Mike created an article,

    Adding Tables to Email Notifications

    If you'd like to add a table to your email notifications you can do it two different ways, which we outline below. Here's an example of a table in an email notification. It can help structure conte...

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    Mike created an article,

    Capital Expenditure Request (CER) with Advanced Form

    This process can be downloaded and imported into your Integrify instance. The downloadable .json file is at the bottom of this page. Directions for importing processes. We turbocharged our standa...

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    Mike created an article,

    Invoice Approval

    This process can be downloaded and imported into your Integrify instance. The downloadable .json file is at the bottom of this page. Directions for importing processes. Invoice approvals at your ...

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    Mike commented,

    Eric, Ah, thanks for the additional details. We can walk through this with you directly in your training tomorrow. It's absolutely possible to do this. Mike

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    Mike commented,

    Official comment

    Eric, You can use a series of Approval Tasks to accomplish this. Please visit the Help article here: https://help7.integrify.com/hc/en-us/articles/115004332967-Standard-Task-Approval-Task. If you'r...

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    Mike created an article,

    Totaling Columns and Rows in a Grid

    This form uses custom javascript to total both rows and columns. Rows 1-3 and 4-6 are separate zones, as are the 2020 and 2021 columns.  This script uses one event handler and several loops. Uses a...

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    Mike commented,

    Hello! If you haven't already, please visit our "Creating Reports" article: https://help7.integrify.com/hc/en-us/articles/115004484868-Creating-Reports We don't have any specific content on Custom ...

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    Mike commented,

    Official comment

    John, This would have to be done via javascript. While we do provide some JS reference material here: https://help7.integrify.com/hc/en-us/articles/360000286968-JavaScript-Help this would not be su...

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    Mike created an article,

    What is the PDF Generator Task?

      The PDF Generator Task allows a workflow to insert captured data into a document that can then be shared with others via a download or via email. Captured data can include any data you’re using ...