To activate project workflows in place of project lifecycles, select Project Settings from the Configuration menu and check Project Workflows Enabled: T...

    Use Automated Code Indicate if codes for new records are normally to be allocated automatically. When creating a record, you can choose to over...

    Code uniquely identifies the lifecycle and cannot be changed once saved. Name provides a relevant description. Active is checked if th...

•   Name uniquely identifies the permission •   Description provides an outline of what the permission does •   Active must be checked for the permis...

•   Name provides a name for the condition •   Status Movement identifies the movement for this project type to which the condition applies •   Type de...

•   Name identifies the update •   Status Movement is the workflow movement for this project type that causes the update when it occurs •   Field Name/...

An item is available on the main configuration screen, called “Applications”. This is used to configure an external application to use the new KeyedIn V7 AP...

•   Name. A unique identifier for the project type. •   Description. Meaningful comments that show the project type’s purpose. •   Associated Color. Us...

For each movement, the Status From is set as the current status or sub-status. Enter or select: •   Status To determines the next status or sub-status t...

•   Name identifies the web hook and its purpose •   Endpoint provides the destination URL, which must start with https to denote a secure address •   ...