Entity widgets
You can use Entity widgets to add a Form or Work Flow to an entity without having to navigate to that entity. These Entity widgets are available:
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My Contracts
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My Facilities
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My Locations
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My Parcels
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My Projects
Add a form to an entity from an entity widget
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Find the Entity widget on your Dashboard.
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Click Add Form in the right-most column of the widget.
The Select Form dialog box opens.
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In Select Form, select the form you want to add.
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Click OK.
The dialog box closes. The form opens in a window.
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Click Close.
The window closes. The form opens on the Forms page of the entity.
Add a work flow to an entity from an entity widget
You can add a work flow by completing a schedule task, completing a step in another work flow, or by completing a form on an Entity widget:
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Find the Entity widget on your Dashboard.
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Click Add Work Flow in the rightmost column of the widget.
The Select Work Flow Kickoff Form dialog box opens.
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In Select Work Flow Kickoff Form, select the form you want to kick off your work flow.
For example, an order form for replacement parts.
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Click OK.
The dialog box closes. The form window opens.
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Complete the form according to your company standards.
Forms are created by your System Administrator and may contain instructions.
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Click Add.
The window closes. The form is completed. If you have met the requirements of the form, the work flow is kicked off.
If the work flow did not kick off as you expected, contact your System Administrator to find out what the work flow requirements are.