• Automation Examples

  Automation helps to automate basic tasks or recurring tasks. We will explain here some common tasks of surveillance. Birthday Reminder Create tags and tag your clients Go to Automation and create a new automation Step 1 set the automation name and API Name select Contact Step 2 Select on date/time EXECUTE 15 / days / befofre / "Date of birth" If the field date of birth does not exist, go to My Account Company and in custom fields create a Contact field called Date of birth.Few readers

• Freeze / Unfreeze a form

  In order to facilitate the approval process, forms and packages can be frozen upon submission of the approval process. This will prevent members from modifying the information in the form while the approval process is on the way. Freeze option In order to activate the freeze option, please select the Freeze Documents Before Approval toggle in step 4 of an approval rule edit or creation. This will automatically freeze your form once the approval process is on the way. In order to launch anFew readers

• Travel Requests

  Travel requests is an InvestGlass modules which restrict record visbility and help to measure travel efficiency. The first step is to set who will be the members of your organisation responsible to accept / reject travels. Travel Request Approvers In order to enable the grant or rejection of given travel requests, you must first create an approver or a list of approvers for travel requests. Go to >>My Account >Company >Approvers. There, you can either edit an existing list of approveFew readers

• Logical Operators

  "=" is an assignment operator, e.g. If you run var x = 1; then x will have the value of 1. "== or !=" is a comparison operator that checks if the value of something is equal to the value of something else. e.g. if(x == 1) will evaluate to true and so will if(x == true) because 1 will evaluate to true and 0 evaluate to false. "=== or !== "is another comparison operator that checks if the value of something is equal to the value of, and is the same type as something else. e.g. if(x === 1) will eFew readers

• Tags amd tags Automation

  TagTags can be created with automation or via bulk import. We suggest you limit the number of tags per category - 5 is usually a good limit. More, we suggest you create a new field and a value picklist. Step 1: Create a tag category On Company page, select the Tags tab. Once on this tab, select the tab called "tags categories". Choose a name and a color for your tag category. Select the button "new". My tag category is now created Step 2: Create a tag Select the tab called "tags". IFew readers

• Automation Process

  As the name indicates, automation is a process that makes an action automatically whenever a signal is given (ranging from the reception of a form to the creation of a contact). In order to create an automation process, you have to follow My account – Automation. Creating a new rule When on the automation rules page, you can see the existing automation rules linked to your InvestGlass account where you can delete the ones you dont want anymore. In order to create a new rule click on the *nFew readers

• Approval Process

  The approval process is needed whenever someone has to accept or reject a contact, an account, or a document. This tool will automate your workflows and reduce emails exchanges. The approval rule - will orchestrate your approval process The approval chain - will orchestrate approval process in chain - series or parallel Approvers - group of member authorised to vote during the approval process All current approval processes can be found under the Approval Requests tab in the navigatiFew readers

• Automation Overview

  InvestGlass Automation aims to make the entire process of running a business easy for you! Instead of asking your users to perform every step of a business process, automate them. The benefits are two-fold: your users can spend their time on other tasks, and you know the process is always completed on time. What can you automate? InvestGlass provides two tools to automate your organization's repetitive business processes: Approval processes and automation workflows. Approval proceFew readers