Nathan H
Comments
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Hi Sara, We typically dispatch via Business Insights, and we do bulk dispatch with that. I was trying to dream of a way to do bulk dispatches that can leverage reference data without an excel spre...
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That would be fantastic indeed.
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It sounds like it might get a little complicated,and may have an impact on your output(s) / PDF(s), but... Maybe you could use a combination of pre-populated grids and conditional screens with a ch...
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In case you want to vote it up, there is an awesome feature request here which is asking for custom roles and permissions, which would be an ideal solution to most of this: https://help.gocanvas.co...
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It is possible. The only way you can do it under normal circumstances would be to create a custom PDF and configure the subset of information on it. Then you could choose between the Designer (wh...
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I agree with Keith
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There is a Copy option now in WorkFlow and Dispatch that allows a dispatch to be copied and then re-assigned. This isn't a total answer to this, but is at least a partial workaround under certain c...
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Similar to this https://help.gocanvas.com/hc/en-us/community/posts/360000178248-Hand-off-to-multiple-users-in-a-Workflow
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(edited for correction) Yes. You can do it with a checkbox field or a multiple choice field in the checkbox style - either way works. You can add a checkbox field or a multiple choice field with th...
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Hi Myron. This isn't currently available as far as I know, but it does seem to be similar to these feature requests if you wanted to vote it / them up? https://help.gocanvas.com/hc/en-us/community/...