FREQUENTLY ASKED QUESTIONS

If you are not able to access the application, maybe your license has expired. Check the status of your license. If expired, contact the Platform support team.
No. Your data will not be lost. After revoking the license (terms and conditions apply), you will be having access to all your application details.

Yes. When you create an application, Design Time Permission section appears on the property panel where you can set the roles and users who can have permission to access the application.
You can also right-click the application card and click Unlock.

You should open the application (double click or click Open) and then click the lock icon on the title bar to unlock the application.

Yes, you can design a custom activity and you can utilize the custom activity as like any other activity in the process flows.
Navigate to Manage > Configuration Management > Custom Activity for creating and managing custom activities.

Yes. It is possible to use a .jar file in the process flows. You can create an entity Java for uploading the .jar file and then you can map this .jar file to Java activity in the process flow.

Yes, it is possible to upload a CCS file to the required form. You can create an entity, CSS for uploading the CSS file and then you can map this CSS file to the Form in which you want to apply the CSS.

Yes. You can use bootstrap classes directly on Form components and include the class name in the component configuration. For example, Class Name = ”text-left”
Ref: https://bootstrapdocs.com/v3.3.6/docs/css/#type-alignment

If you are having organization admin-level credentials, you can log in to the platform using that credentials and then create users in the Manage > Organization Management > Users section.

Double-check the username and password that you have provided.
If that does not work, check if the provided user exists in the organization in which you are trying to log in. Contact the organization admin or log in using another org admin credentials to check if the user with the provided credentials exists in the Manage > Organization Management > Users section.

Make sure that the process flow did not encounter any errors in between.
If the process flow had executed correctly, check if the IMAP configuration (Manage > Configuration Management > IMAP) details provided are correct and valid. Correct the IMAP configuration errors (if any), redeploy the process flow, and execute it.

Yes. For migrating an application to another organization it is not just sufficient to export all the applications but you need to migrate all the server setup details.
Contact the Platform support team for details regarding the migration of the server setup details.

Yes. You can make use of the themes that are readily available in the platform by navigating to the Page configuration section (on the platform title bar click Administration icon > Configure Page icon> Look and feel tab> Theme).
If you already have a custom .JAR file for the theme, contact the IT team for updating the same for the particular organization.

Yes. To access the server details, you should have SSH and DB access. Contact the Platform IT team to get the access credentials.

Yes. You can add a custom button in the Form and then configure the button by adding the JS code for downloading the grid data.

Yes. It is possible to configure an email template with an attachment.
When you create the email template (the business entity, Email) for a process, there is a configuration option to provide the attachment for the email.

Yes. You can create a new organization in Manage > Organization Management.
After the creation of the new instance, it becomes another instance of the platform with the new organization. Hence, when you log in (with the credentials with which you created the organization) to the new organization, it will prompt you to upload a new license. Contact the Platform support team for new license details.

Yes. If you have the credentials with appropriate permissions, you can access MySQL. Contact the Platform IT team for setting permissions for your credentials.

Yes. This detail is permission based and hence contact the Platform support team for getting DB and WinScp permission for your credentials.

While configuring the Form field, when you drag a variable into a particular field from the “Variables” section, make sure that the variable and the field are of the same data type. Do not type the variable name, drag from the “Variables” panel.

Yes. The platform has numerous external connectors that can be connected to the platform and utilized in the flows.

Yes. It is possible to add an image to the email body and then configure the properties (in the toolbar) for that image to make it as a hyperlinked image.

Using the WinSCP, you can view the log files generated. WinSCP generates log files that can be useful for troubleshooting and understanding file transfer activity.
Contact the platform IT team for any connection-related issues.

Design your Form UI using a Summary Form component.
On the Form toolbar click JS Editor and write your JS code (with code for redirection and parameters to be passed).
Now on the Form toolbar, click Events > Select the “Key” as summary form component > Select “Event” as “On Row click” > Select the appropriate “Function” that you have written in the JS Editor > click Save.
During the runtime, the function that is mapped to the summary component gets executed on row click.
NB: You can write the code either for redirection or for passing parameters separately and call them separately in the event > function or you can write a single function and call it.

You should separate credentials to log in to the dev instance. Check the permission status with the Platform support team.

Log in to the platform and navigate to the page that you want to configure. In the platform title bar, click the Administration icon and then click Configure Page icon. That page configuration details appear where you can configure the theme, look and feel, etc.

No. If you drag a widget into a page, the widget becomes disabled. Hence it is not possible to drag that same widget to that page again. However, it will be active for another page where you can drag the widget. Note that for dragging multiple widgets to a page, the page layout must be a multi-column layout.

Yes. If the same widget is deployed multiple times in different names, it is possible to drag those widgets to the same page.
Note that for dragging multiple widgets to a page, the page layout must be a multi-column layout.

Yes. Multilingual support is available in the body of the email template.

If you assign a task to multiple participants, all those participants will receive the task in their workspace along with a Pick option.
If the Pick option appears for you in the task, it indicates that the task is assigned to multiple users (including you) and none of the users have picked the task yet.
If you click “Pick”, the task will be assigned to you and the task will be removed from the task list for other users. Also, the “Release Task” option will appear for you.
If you pick a task, you are supposed to complete the task and submit the form However, if you do not wish to act on the task, you can release the task by clicking “Release Task” so that it is available for the other users in the task list.

In the Form UI, drag the Check box component into a Summary form component.
In the Check box Component configurations (Display configuration), enable Display Checkbox in Header and then in the Select Parent Type drop-down chose Summary Form. This binds the checkbox to the summary form component.

When you create the email template (the business entity, Email) for a process, there is a configuration option to provide the attachment for the email. Provide the document variable in the email attachment field. The variable that you attach should be of data type “document”.

Yes. You can export the project (application) from the current organization and then import it to the other organization.
Note that all the participant mapping for the activities in the process flows will not be preserved and hence you need to create users and then map those users as participants for the activities after importing the application.

No. For deleting an entity, you need to remove the association of that entity from any flow.

Yes. You can use the activity Doc Parser to read data from a particular sheet. If you have multiple sheets in an Excel sheet, you have to use that many Doc Parser activities to read each sheet from the Excel.

Yes. You can mount the S3 bucket as a local drive. Click here for more details on how to mount the S3 bucket.
Once, it is mounted you can read it through the PDF Extractor activity in the process flow, or else you can write a Java code.

Yes. It is possible to configure multiple sheets in an Excel sheet and upload it as a template file. You can even configure a Macro Enabled Excel file as a template and resolve the variables in the sheets.

You can paste the JSON code in the Form toolbar > JS Editor.

Contact the Platform support team and provide the details of license expiry.

Yes. You can pass the data in a variable from the main process and use the same variable in the same process to get the data into sub process. Same way you can pass the variable detail from the sub-process to the main process also.

Yes. Navigate to Manage > Configuration Management > DMS, click the required DMS entity, and then click Show Files to navigate within the DMS File System. Now double click the folders and navigate to the file that you want to download. Click the file that you want to download and a pop-up will appear prompting you for downloading the selected file.