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Import emails

Scheduled services Core services

The service will collect incoming emails and distribute them to each recognizable record. The so...

Updated 5 months ago by Theis Villumsen

Send notifications

Scheduled services Core services

Notifications are generated from different sources User alerts (flags with alerts activated) ...

Updated 5 months ago by Theis Villumsen

Timed status actions

Scheduled services Core services

Status actions are actions bound to a certain status, that has its type set to "timed". This ser...

Updated 5 months ago by Theis Villumsen

Flush mail queue

Scheduled services Core services

The process of sending email is Generate email and put in queue ("outbox") Send email to rece...

Updated 5 months ago by Theis Villumsen

Status routing

Features Status based workflow

The routing feature provides options for changing a records status automatically. To do routing ...

Updated 5 months ago by Theis Villumsen

Status flow

Features Status based workflow

Status flows represent legal pathways in the workflow. In regard to the user interface, only val...

Updated 5 months ago by Theis Villumsen

Status dependencies

Features Status based workflow

Status dependencies ensure that a certain status can assigned, after certain criterions are met. ...

Updated 5 months ago by Theis Villumsen

Status Actions

Entities Status

The actions are fired when a certain condition is meet AND the item is in the parent status An...

Updated 5 months ago by Theis Villumsen

Status action

Features Status based workflow

Status actions are addon functionality bound to a certain status. When an item fullfills certain...

Updated 5 months ago by Theis Villumsen

Status

Features Status based workflow

Each record in Tempus Serva has a status assigned. A status signifies the state of the record, i...

Updated 5 months ago by Theis Villumsen

Cheatsheet

Entities Questionnaires

Fields in solution Normal questions "Complex question" Sum of scores in normal questions ...

Updated 5 months ago by Theis Villumsen

Setting up a questionnaire with report

Entities Questionnaires

Field types Complex questionnaires contain fields for sending the questionnaire and answering qu...

Updated 5 months ago by Theis Villumsen

Questionnaire building process

Entities Questionnaires

In order to create a complex questionaire you first choose between copying a solution and creatin...

Updated 5 months ago by Theis Villumsen

Understand how imports work

Lists Data import and export

Data inserts and updates are carried out by a system user, that has exactly the same priviledges ...

Updated 5 months ago by Theis Villumsen

Exporting spreadsheet data

Lists Data import and export

Data exports can be done in a blink of an eye In list mode of an solution click the XL sheet i...

Updated 5 months ago by Theis Villumsen

Questionnaires

Features Data handling

Usages Questionnaires are used for data collection for external parties. TS questionnaires can ...

Updated 5 months ago by Theis Villumsen

Using interfaces

Entities Interfaces

Interfaces are access points for external users (someone using the system without a login). For ...

Updated 5 months ago by Theis Villumsen

Understanding interfaces

Entities Interfaces

Interfaces allow access to the system with preset values for Wrapper Stylesheet Template La...

Updated 5 months ago by Theis Villumsen

Controlling the status flow

Entities Questionnaires

Status after first update: Designer > [Solution] > Advanced > [Interface] Update the value "S...

Updated 5 months ago by Theis Villumsen

Step-by-step questionaire for anonoumous users

Entities Questionnaires

Create a new solution and test it Create an interface [solution] > Advanced > Interfaces .....

Updated 5 months ago by Theis Villumsen