In this article, we will help you understand Configuring Lookup Fields with Lists 2.0. Skip Ahead to: Overview Navigation Why It Matters How It Works How to Use List Values in Forms Overview The Lists 2.0 menu is aimed at modernizing the way reusable dropdown values are managed across your Nimblework workspace. Traditionally, administrators and […]
Automation
How to Create a Business Rule
Start with the video first to get a better grasp of the topic! Skip Ahead to: Business Rule with Single Condition and Action Business Rule with Multiple Conditions or Actions Executing a Business Rule Repeatedly (Recurring Business Rules) Activity Log and Comments Section Bulk Update Business Rule with Single Condition and Action Consider a scenario […]
How to Configure and View Smart-Fill Fields
Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Steps to Set Smart-Fill Fields View Auto Populated Fields Overview Creating a workitem becomes challenging when there are several fields that need to be filled up. At such a time, having the workitem fields auto-filled can be […]
How to Configure AI-Suggest at Project Level
Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Settings Applicable for Workitem Type Recommendation Based-on Cross-Project Similarity Enabled Recommendation Enabled Action Overview When you have the details of similar workitems handy for reference, it becomes easier to gain a better understanding of the work at […]
How to Design the Layout of Business Rules Listing Page
Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Layout of Business Rules Listing Page Overview The Business Rules page displays the list of created Business Rules. Your Business Rules appear listed in a sequential manner depending on the date of creation. If you add a sequence […]
How to Define Business Rules
Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Advantages of using Business Rules Triggers Conditions Actions Context Frequency We have divided this chapter into 3 parts: Overview: This topic provides an introduction to Business Rules. It explains how rules are made up of four parts: […]