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Frank Cabrera

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Activity overview

Latest activity by Frank Cabrera
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    Frank Cabrera created an article,

    Release Notes and Downloads

    Official monthly releases are tentatively scheduled for installation on our cloud environments on the Sunday of the first full weekend of each month unless the following Monday happens to be an Int...

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    Frank Cabrera created an article,

    Integration Task: Lambda

    AWS Lambda is a serverless compute service that runs your code in response to events and automatically manages the underlying compute resources for you. We have provided an AWS Lambda Integration t...

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    Frank Cabrera created an article,

    Using the Dashboard HTML Panel Widget

    The HTML Panel Widget can be added to your dashboard and is used frequently for a variety of purposes. Some include instructional whereby user directions can be added or informational such as a bro...

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    Frank Cabrera created an article,

    Standard Task: Excel Batch

    The Excel Batch task can be used to launch requests based on the individual data rows within an Excel spreadsheet. When a process with the Excel Batch task is launched the requester will be present...

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    Frank Cabrera created an article,

    Process Scheduler

    Process Scheduler Schedule processes to start at a set time or on a recurring schedule Specify the process, the user to be the requester, the start/end dates and the frequency View and modify prev...

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    Frank Cabrera created an article,

    Dashboard Overview

    Dashboards allow administrators to define user interface screens that can be assigned to users or groups within the organization. These tabs can include Integrify widgets that display unique views ...

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    Frank Cabrera created an article,

    Configuring Dashboards

    In this section, we will show how to: Add widgets to a dashboard Add reports to a dashboard Change the layout of your dashboard  To configure what is displayed on a Dashboard, select the ‘Layout’...

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    Frank Cabrera created an article,

    Creating Dashboards

      To add a new Dashboard, select Add Dashboard from the Dashboards option in the left-side navigation pane under Administration:  * Provide a Title for the dashboard (this will display as the tab...

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    Frank Cabrera created an article,

    Assigning and Sharing Dashboards

    Assigning dashboards to users or groups is accomplished through Integrify Roles.  First, create a role at the Dashboards level by selecting the Set Roles & Permissions menu option: It is best pract...

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    Frank Cabrera created an article,

    Forms Overview

    Integrify uses Forms as the primary means to gather information from users during the execution of a process.  You may define as many forms as you need within Integrify and you can also present mul...