October WebTips Recap: Form Locking and Team Assignments in Winshuttle Composer

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  • October WebTips Recap: Form Locking and Team Assignments in Winshuttle Composer

October WebTips Recap: Form Locking and Team Assignments in Winshuttle Composer

CPS Winshuttle WebTips Form LockingIn this Winshuttle WebTips episode, brought to you by Clear Process Solutions, we cover the various ways that a single person within a group can action a task without stepping on the toes / overwriting work of other users in the group.


This can be accomplished by:

  • Pre-Version 12

    • 2-step team assignment approach

      • Simplistic approach which requires two back to back task assignments and minimal setup

    • 1-step form locking approach

      • Only requires 1 task assignment, and offers more possibility in terms of functionality but takes quite a bit more setup

  • Version 12

    • All of the above still work!

    • Out of the box Winshuttle form locking functionality

      • Very similar to the 1-step form locking approach, with much less setup 

Watch the entire WebTips session focusing on tips & tricks on form locking and team assignments in Winshuttle Composer below:


 

Clear Process Solutions proudly offers the WebTips series, a monthly webinar sharing tips, tricks and use cases for Winshuttle. Our team is comprised of experts in digital process transformation, focused on workflow, data analytics and business process optimization. We simplify complex processes, data and integrations and help our clients make intelligent business decisions. View all of our Winshuttle WebTips training videos on our Youtube Channel:

CPS YouTube

 

Still have questions regarding this topic or any other Winshuttle features? The CPS experts are here to help.

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Posted: 10/28/2019 10:41:32 AM by Kent Engel | with 0 comments

Filed under: Winshuttle, Winshuttle Training, WebTips

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