Workflow Processes

Flex Field Set-up
Flex Fields Setup   Creating and using a Flex Field entry: §  This process starts by addi...
Wed, 7 Dec, 2016 at 1:52 PM
Create and Edit Templates
      Adding a new template:   ·         Choose a name and click on Save. ·         Then click on edit, and add tasks to it. ·      ...
Tue, 19 Dec, 2017 at 8:37 AM
How to Set-up a Calculated Flex Field
Set up the Flexfield you want to calculate as a calculated flex field. Within the Data Values you would then specify which Flex Field answers you...
Wed, 30 Nov, 2016 at 12:01 PM
Editing Templates - Adding new tasks to Workflow
Often during the course of workflow development, you will need to add new tasks to a workflow. The addition of new tasks is done in the following manner. ...
Wed, 25 Jun, 2014 at 1:29 PM
Baseline, Forecasts and Client advised dates
Within ClickHome we have 3 key dates that are used for KPI's on contracts Client Handover Date Estimated Move in date  ...
Tue, 20 Sep, 2016 at 8:29 AM
Standard Processes
In Standard Processes you can configure secondary operations to happen in the case of other operations. This is a very powerful part of ClickHome, and c...
Tue, 24 Oct, 2017 at 12:27 PM
Third Level Support Capture Flex Field Data Setup
Download and run the attached query and save the resultant XML to a text file and load it to the new ticket.
Mon, 19 Dec, 2016 at 1:21 PM
Technical - Capture Template Test Data for Third Level Support
Use this SQL Script to generate data that can be used for testing or diagnosing problems with templates
Tue, 19 Sep, 2017 at 10:17 AM