4 results for “workflow configuration”
- How do I fix incorrect or missing auto-populated fields (dates, names, checkboxes, initials) in my intake packet Dynamic Files?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Field Auto-Population & Mapping Fixes
- How do I convert a free-text input field on the caregiver application into a dropdown menu with predefined options?Configuration & Workflows· Configuration· HR/ATS· Dropdown Field Conversion
- Why are my workflow inputs displaying as text fields instead of dropdowns in the caregiver workflow?Issues & Troubleshooting· Bug· HR/ATS· Field Type Rendering Issue
- How do I update the dropdown options (e.g., plan names) in my Intake CRM workflow inputs?Configuration & Workflows· Workflow Configuration· Intake CRM· Dropdown Field Value Updates