Vicky Kulig

Generate a Catalog PDF Customize Catalog PDF Generate a Catalog PDFPDFs may be required by your institution for a number of reasons, such as providing a printed copy to your students, your faculty...

Rule sets are standardized collections of rules (like general education requirements) that are defined once and reused across programs. They ensure consistency, reduce duplication, and simplify upd...

Who This Is For What’s Included Training Session Agenda What You’ll Walk Away With Who Can Attend Scheduling Pricing Ready to Get Started? Rebuild confidence. Restore momentum. Relearn your syste...

Often as you're creating steps in a Workflow, you may find that you have several steps that are very similar to each other in structure - so it makes sense to copy one and make edits within the cop...

After Creating a Form and adding a section to your form, you can choose from various Form Builder Gadgets to add to your form. Note: Ensure that gadgets placed in the form are within a section so ...

Once you have added a field to a form, it isn't always obvious to know what field has been added if you revisit the form at a later time. The information below can help you know what field you prev...

Add Content to Addenda Addenda Display View Addenda Addenda is used to display any changes that have occurred within a catalog since the Start Date. They may include the following types of changes...

It is easy undo a previous command within the Workflow Builder without having to start over. To undo your previous action, you can take one of two actions: Click the Undo button just above the lis...

To edit a gadget in a form, click on the gadget within the form, and the gadget's configuration panel will open.  Within the configuration panel, you can adjust the settings as needed for the gadg...

Task Step Options Step Label Who needs to complete this step? Instructions Customize Email Notification Make Individual Form Sections at this Step Hidden or View Only Send Reminder Email Notific...