Can I enter my own values in the fields of a stand-alone request?
Unfortunately, you can only use the predefined values that have been specified
in the approval matrix by an Administrator of the Organisation.
How can I create new fields in a request form?
In stand-alone requests, you can create any drop-down field you need. To do that, open the approval matrix of the respective stand-alone workflow: Click on “Add field” and type in a name for the new field: In the approval matrix, you can create ...
Stand-alone getting started guide
Read about our stand-alone solution.
How can I specify instructions for Requesters? (Stand-alone workflows)
An Organisation's Administrator can provide a message that will be shown to Requesters during request creation. This is how instructions for Stand-alone Requesters can be set up: Navigate to your Organisation under the main menu icon (in the left ...
How can I test a stand-alone solution?
Please follow the steps below to test a stand-alone solution: Navigate to the main menu in the upper left-hand corner and click on "+ Add an Organisation": In the pop-up window, select "Use stand-alone workflows": Then, proceed to the approval ...
Where I can find a reporting function? (stand-alone)
To access the reporting feature, navigate to the main menu in the upper left-hand corner and select "Reports" under your Organisation: Here you have the option to create your own report with filters that reflect your particular needs. This is how ...