Search Results for: Data Items

Estimate Creation Flow

Generates a quotation PDF to be approved by the superior. A quotation PDF is automatically generated after the submittee, details and total amount are entered at the Task of “Drafting Quotation”. After the approval of the superior, the status of the Issue is recorded at the Task of [3. Submit Quotation] and [4. Win-loss Report].

Update Data

Automatically updates Business Data with the specified value or the evaluation result of the formula. Capable of updating several Data Items also in one automatic Step.

Title

Displays a text field for entering a string and stores the entered string as the subject of the process.

Discussion-Type

Displays a non-editable box and a text field that saves comments in the box chronologically.