User contributions for Bradley Smith

11 July 2025

• 12:2012:20, 11 July 2025 diff hist +1,116‎ N Workflow:Action ‎ Created page with "{{DISPLAYTITLE:Action}} '''Actions''' describe work to carry out within processes. They are triggered by rules. Some types of actions cause the process to pause, pending some requirement; when met, a job is scheduled to resume the process. == Control == These actions affect how the process runs. == Existing Items == These actions add existing resources to assets. In most circumstances, assets ar..." Tag: Visual edit
• 11:1111:11, 11 July 2025 diff hist 0‎ Workflow:Condition ‎No edit summary Tag: Visual edit
• 11:1011:10, 11 July 2025 diff hist +382‎ Workflow:Condition ‎No edit summary Tag: Visual edit
• 10:5910:59, 11 July 2025 diff hist −1‎ Workflow:Condition ‎No edit summary
• 10:5910:59, 11 July 2025 diff hist +2,192‎ N Workflow:Condition ‎ Created page with "{{DISPLAYTITLE:Condition}} '''Conditions''' are tests that evaluate to either "Yes" or "No"; and are the basis for making decisions in processes. They appear in certain types of rules and can be combined using Boolean logic ("and", "or"). == Expression == This is the most common type of condition, also the most flexible. It simply consists of an expression that can refer to any asset in the process. The conditio..." Tag: Visual edit
• 10:3410:34, 11 July 2025 diff hist +106‎ Workflow:Process ‎ →‎Rules Tag: Visual edit
• 10:3110:31, 11 July 2025 diff hist +6‎ Workflow:Process ‎ →‎Forms Tag: Visual edit
• 10:2410:24, 11 July 2025 diff hist −6‎ Workflow:Process ‎No edit summary Tag: Visual edit

10 July 2025

• 12:1312:13, 10 July 2025 diff hist +612‎ Workflow:Process ‎No edit summary Tag: Visual edit

3 July 2025

• 15:4615:46, 3 July 2025 diff hist +25‎ How-To:Document Template ‎ →‎7. Add Content Specifications current Tag: Visual edit
• 15:4615:46, 3 July 2025 diff hist +9‎ Desktop:Expression Browser ‎ →‎Data current Tag: Visual edit
• 15:4415:44, 3 July 2025 diff hist −1‎ Desktop:Expression Browser ‎No edit summary
• 15:4415:44, 3 July 2025 diff hist +1,438‎ N Desktop:Expression Browser ‎ Created page with "{{DISPLAYTITLE:Expression Browser}} The '''expression browser''' is a feature in the Desktop App that helps users write expressions for use in templates, matter descriptions, processes and more. It displays a list of all available assets, properties, functions and other types of expressions, along with accompanying documentation. The list can be filtered according to a search term. You can tog..." Tag: Visual edit

1 July 2025

• 12:5912:59, 1 July 2025 diff hist +116‎ Microsoft 365 integration ‎ →‎Troubleshooting current Tag: Visual edit
• 12:4012:40, 1 July 2025 diff hist +402‎ Microsoft 365 integration ‎No edit summary Tag: Visual edit
• 12:3312:33, 1 July 2025 diff hist +1,307‎ Microsoft 365 integration ‎No edit summary Tag: Visual edit
• 12:0612:06, 1 July 2025 diff hist −13‎ Microsoft 365 integration ‎No edit summary Tag: Visual edit

27 June 2025

• 14:3014:30, 27 June 2025 diff hist +1,099‎ Release Notes ‎No edit summary Tag: Visual edit
• 13:3013:30, 27 June 2025 diff hist +952‎ Release Notes ‎ →‎Earlier Versions Tag: Visual edit
• 13:0313:03, 27 June 2025 diff hist +376‎ N Release Notes Build 250509 ‎ Created page with "Only the Desktop App was updated in this build. *'''Other''' **[Fix] Windows 10 compatibility. **[Fix] Spaces in text fields that did not permit them. **[Change] Record memos from task/calendar item editor. **[Change] Middle-click hyperlinks to open tabs in the background. **[Change] Microsoft Teams commands for members. **[Change] Improved client/server version management." current Tag: Visual edit
• 13:0213:02, 27 June 2025 diff hist 0‎ Desktop:Installation ‎No edit summary Tag: Visual edit

23 June 2025

• 11:4411:44, 23 June 2025 diff hist −12‎ Ledger ‎No edit summary current Tag: Visual edit

19 June 2025

• 17:0617:06, 19 June 2025 diff hist −8‎ Document Type ‎ →‎Document Descriptions current Tag: Visual edit
• 17:0617:06, 19 June 2025 diff hist +23‎ Document Type ‎ →‎Properties Tag: Visual edit
• 17:0617:06, 19 June 2025 diff hist +10‎ Workgroup ‎ →‎Matter Descriptions current Tag: Visual edit
• 17:0517:05, 19 June 2025 diff hist −119‎ Document Type ‎No edit summary Tag: Visual edit
• 17:0217:02, 19 June 2025 diff hist −2‎ Workgroup ‎ →‎Properties Tag: Visual edit
• 17:0117:01, 19 June 2025 diff hist +21‎ Document Type ‎ →‎Description Definitions Tag: Visual edit
• 16:3516:35, 19 June 2025 diff hist +29‎ Create Document ‎No edit summary current Tag: Visual edit
• 16:3416:34, 19 June 2025 diff hist +246‎ Document Type ‎No edit summary Tag: Visual edit
• 16:1116:11, 19 June 2025 diff hist +530‎ Document Type ‎No edit summary Tag: Visual edit

18 June 2025

• 10:1210:12, 18 June 2025 diff hist +21‎ Workgroup ‎ →‎Inheritance Tag: Visual edit
• 09:5609:56, 18 June 2025 diff hist +657‎ Workgroup ‎No edit summary Tag: Visual edit

16 June 2025

• 13:5513:55, 16 June 2025 diff hist +152‎ Document:Role ‎No edit summary current Tag: Visual edit
• 13:5213:52, 16 June 2025 diff hist 0‎ Document:Role ‎No edit summary Tag: Visual edit
• 13:5213:52, 16 June 2025 diff hist +104‎ Document:Role ‎No edit summary Tag: Visual edit
• 12:5512:55, 16 June 2025 diff hist +4‎ Security:Role ‎No edit summary current Tag: Visual edit
• 12:5512:55, 16 June 2025 diff hist +4‎ Matter:Role ‎No edit summary current Tag: Visual edit
• 12:4412:44, 16 June 2025 diff hist +240‎ Document:Role ‎No edit summary Tag: Visual edit

13 June 2025

• 10:5210:52, 13 June 2025 diff hist +2,035‎ Release Notes ‎No edit summary Tag: Visual edit
• 09:5709:57, 13 June 2025 diff hist −2,047‎ Release Notes ‎No edit summary Tag: Visual edit
• 09:5609:56, 13 June 2025 diff hist +2,052‎ N Release Notes Build 250417 ‎ Created page with "*'''Accounting''' **[Fix] Pre-filling transaction particulars from contacts. **[Change] Transactions can now be held for review. **[Change] Transaction authority can now be revoked. **[Change] Improved editors for invoice allocations and disbursement write-offs (Desktop App). **[Change] Warning if transaction particulars differ from financial entries on payee. **[New] Transaction fees and surcharges (including credit card surcharges). **[New] Transaction requests listing..." current Tag: Visual edit
• 09:5509:55, 13 June 2025 diff hist 0‎ Desktop:Installation ‎No edit summary Tag: Visual edit

10 June 2025

• 15:1115:11, 10 June 2025 diff hist +734‎ N Desktop:Workflow Command ‎ Created page with "In the Desktop App, windows which are associated with activities display the '''workflow''' command. This is usually situated in or below the top-right of the title bar. The workflow command (and adjacent area) perform several functions: * Displays the name of the activity being performed, as well as the time when work commenced * If the activity was started from a task or appointment, provides access to the item * If th..." current Tag: Visual edit
• 15:0315:03, 10 June 2025 diff hist +25‎ Activity ‎No edit summary current Tag: Visual edit
• 15:0315:03, 10 June 2025 diff hist +422‎ Activity ‎No edit summary Tag: Visual edit

30 May 2025

• 14:1814:18, 30 May 2025 diff hist +3‎ Transaction ‎ →‎Transaction Types current Tag: Visual edit
• 14:0714:07, 30 May 2025 diff hist 0‎ Transaction ‎ →‎Payment Methods Tag: Visual edit
• 14:0614:06, 30 May 2025 diff hist +78‎ Transaction ‎ →‎Payment Methods Tag: Visual edit
• 13:1713:17, 30 May 2025 diff hist +4‎ Transaction ‎ →‎Entry Numbers Tag: Visual edit