Configuring Applications

Actions

• Bulk Linked Record Creation
• Set Attribute
• Create Record

Entities and Attributes

• Attribute Guidance
• File Upload Types
• Fixed Attributes
• Creating and Managing Workflows
• Attributes
• Linked Entities

Option Lists

• Creating and Managing Option Lists

Questions

• Automating Links to Records Within the Question Library
• Question Dependencies
• Questions Scoring Calculation
• Creating and Managing Questions
• Creating and Managing Question Sets
• Configuring Calculated Scoring

Notifications

• Notification Global Settings
• Creating and Managing Notifications

Workflow

• Auto-Transitions in Workflows
• Managing Workflows
• States and Stages
• Transitions, Triggers and Actions
• Stage Logic
• Workflow Permissions

Integrations

• Integration: SureCloud ETL
• Integration: BlackKite
• Integration: SureCloud External Rest API
• Integration: OpenAI
• Integration: Jira Ticketing

Views

• Creating and Managing Views
• Adding Sections
• Adding Attributes
• Adding Tables
• Adding a Questionnaire

Calculations

• And
• Average
• Concat
• Count
• Count Distinct
• Count Unique

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