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Frank Cabrera

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  • 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...

  • 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...

  • Set Up a Request Record

    Basically, a "Request Record" is a type of Form Task where you’ll be able to present a form for users to complete and then anyone with access can continue to update the form without having to kick ...

  • 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...

  • Contact Search Question

    A Contact Search question can optionally be configured to return only users from a specified group when the end user is searching for a contact.  This is useful if you want to limit the number of u...

  • Create Form Questions

    A Form layout is done in Sections and Containers. Sections hold containers and containers hold questions. New forms contain a section with a container by default. You can drag additional sections a...

  • 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...

  • 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...

  • 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...

  • 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 ...