Tips, tricks and troubleshooting
Tips and tools for beginners and experts alike, find answers of issues.
25 articles
- Using Form Actions to change field values of Data ListsEnhance task management with Form Actions to dynamically change field values, enabling efficient task reopening and workflow customization.
- Using Form Actions to Call a Web Service with HTTP RequestLearn to call web services in Yeeflow using HTTP request form actions for data retrieval and integration with third-party systems.
- Using Lookup to cascade dropdown valuesGuide on using Lookup in Yeeflow for cascading dropdowns in forms, including creating data lists and setting dynamic display rules.
- How to Use the Adobe Sign Action in Yeeflow Workflow DesignerLearn to integrate Adobe Sign in Yeeflow workflows for e-signatures: Create workflow, add Adobe Sign action, configure, save, and test.
- How to Locate Signature Positions in Word Documents for Adobe Sign ActionThis article provides useful tips on properly positioning signature fields using Adobe Sign text tags, ensuring a smooth e-signature process
- Using Lookup List function to return rows of valuesLearn to use Yeeflow's Lookup List function for returning rows of values from data lists, enabling dynamic, multi-select options in forms.
- Using Lookup to return multiple valuesLearn to use Yeeflow's Lookup for multi-value returns from data lists, enhancing form functionality with dynamic, related data selection.
- Configuring Custom Approve and Reject Buttons on the task formGuide on customizing Yeeflow task forms with approve/reject buttons, including adding comments and configuring form actions for workflow.
- Using Metadata to get cascade valuesUse metadata in Yeeflow to create cascading dropdown values in forms, allowing for dynamic selection based on parent category choices.
- Using Collection control to manage Client informationGuide on using Yeeflow's Collection control to manage client info, adding fields, and customizing buttons for dynamic client databases.
- Show dynamic options of Single section control in Approval forms based on user groupsLearn how to customize Yeeflow approval forms with dynamic Single Select controls that change options based on the user's group.
- Using Print Action and Collection Controls for Multi-Item PrintThe multi-item print feature in Yeeflow combines collection controls and print actions to quickly generate print outputs for multiple data entries.
- DocuSign Action Setup Guide for Yeeflow Workflow DesignerIntegrate Yeeflow with DocuSign for seamless e-signing.Follow our step-by-step guide to configure DocuSign actions within Yeeflow workflows
- PandaDoc Action Setup Guide for Yeeflow Workflow DesignerIntegrate Yeeflow with PandaDoc to streamline document workflows, enabling seamless e-signatures and efficient document management.
- Set up your import filesExplains how to prepare files for importing into Yeeflow, covering requirements for file types, size, and data formatting for imports.
- Navigate directly to an application from other web site
- Using custom code to execute automatic numbering for sub-listsLearn to auto-number sub-lists in Yeeflow with custom code. Includes adding Sub List and Custom Code controls, with script for generation.
- Why I cannot find the lookup fields of a Sub List control on my Print page?To display lookup fields of sub lists on print pages, add a text field in the sub list to save and show the lookup value on print.
- How to save the summary value of a sub list field to a separate variableSaving summary values from sub-list fields into variables for use in forms or workflows, with detailed steps on setup.
- How to install Yeeflow to Microsoft Teams for all users in your organizationGuide for admins to deploy Yeeflow across Microsoft Teams for entire organization using Office 365 admin center and app setup policies.
- How do I reset my password?Details how to reset Yeeflow password, including troubleshooting tips for common issues like not receiving reset emails.
- Why don't approval forms include data analytics controls in Yeeflow?Approval forms lack Data Analytics due to versioning complexities. Use dashboards for insights instead, ensuring efficiency and accuracy.
- How to Dynamically Show or Hide Controls in Yeeflow Approval Forms Based on Workflow Status
- Tips: Viewing extra fields in form reports
- Tips: Customizing "My Items" views to display dynamic contentLearn how to customize the ‘My Items’ view in Yeeflow to manage tasks and requests efficiently.