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DocTrix Platform for SharePoint 2013

DocTrix Forms for Office 365 DocTrix Platform for SharePoint 2019 DocTrix Platform for SharePoint 2016 DocTrix Platform for SharePoint 2013 DocTrix WorkFlow for Office 365 DocTrix WorkFlow for SharePoint 2019 DocTrix WorkFlow for SharePoint 2016 DocTrix WorkFlow for SharePoint 2013

DocTrix Platform / Forms

DocTrix Forms for Office 365 DocTrix Platform for SharePoint 2019 DocTrix Platform for SharePoint 2016 DocTrix Platform for SharePoint 2013

DocTrix WorkFlow

DocTrix WorkFlow for Office 365 DocTrix WorkFlow for SharePoint 2019 DocTrix WorkFlow for SharePoint 2016 DocTrix WorkFlow for SharePoint 2013

    DocTrix Platform for SharePoint 2013

  • Installation
    • Starting the Installer
    • Product Deployment in a SharePoint Farm
  • Getting Started with the Platform
  • Create an organizational structure
    • General information
    • Organizational structure settings
    • Departments
    • Roles
    • Employees
    • Search for items in the organizational structure
    • Export organizational structure
    • Import Organizational structure
    • Integration of organizational structure with external data sources
    • Import organizational structure from external sources
      • Functional architecture
      • Data exchange options
  • Work with the Platform list
    • Create platform list
    • Platform Data Types
      • General rules for working with SharePoint fields
      • Platform: Calculated
      • Platform: Lookup
      • Platform: User or group
      • Platform: Choice
      • Platform: Signature
    • Manage Platform List Options
      • Platform: General Settings
      • Platform: Workflow Settings
      • Platform: Nintex Workflow Settings
      • Platform: Managing Subordinate Lists
      • Platform: Linked task list settings
      • Platform: Linked discussion settings
      • Platform: Field availability settings
      • Platform: Dynamic field settings
      • Platform: Forms Designer
      • Platform: List Counters Settings
      • Platform: Export to Word settings for item
      • Platform: Export to Word settings for list
      • Platform: Fields lookup settings
      • Platform: Control of data uniqueness
      • Platform: Back references
      • Platform: Ribbon button settings
      • Platform: Buttons settings
      • Platform: Tabs settings
      • Platform: Item linking settings
      • Platform: Manage an access to List Views
      • Platform: Setting Preview Options
      • Platform: Column width settings
      • Platform: Highlighting list items
      • Platform: List view filter settings
      • Platform: QR-codes and Watermarks printing settings
      • Platform: Electronic signature settings
      • Platform: Required fields settings
      • Platform: Item task display settings
      • Platform: Calculated parameters of condition editor
      • Platform: Passing Values Management
      • Platform: Item access management
    • Platform Edit Condition
    • Export list items in Microsoft Excel
  • Working with the Platform: Task List
    • Creating Platform: Task List
    • Manage Platform: Task List Options
  • Working with Platform Document Library
    • Creating a Platform Document Library
    • Managing Platform Document Library Settings
  • Working with the Platform Discussion List
    • Creating a Platform Discussion Board
  • Platform: Field Size Settings
  • Scanning and saving attachments of documents
  • Nintex Workflow Administration
    • Additional Workflow Actions
      • Platform Execute code
      • Platform Retrieve Orgstructure Data
      • Platform Update item
      • Platform Assign to-do task
      • Platform Calculate Date
    • LazyApproval
    • Chat-bot
    • Restart workflow
  • Description of the Rest-service Platform
  • Configuring Delegation Rules
  • Auto-run workflow rules management
  • Standard and Pro licenses
  • Release Notes
DocTrix Forms for Office 365 DocTrix Platform for SharePoint 2019 DocTrix Platform for SharePoint 2016 DocTrix Platform for SharePoint 2013 DocTrix WorkFlow for Office 365 DocTrix WorkFlow for SharePoint 2019 DocTrix WorkFlow for SharePoint 2016 DocTrix WorkFlow for SharePoint 2013
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Platform Data Types

DocTrix Platform for SharePoint 2013 > Work with the Platform list > Platform Data Types

Platform Data Types

 

  • General rules for working with SharePoint fields
  • Platform: Calculated
  • Platform: Lookup
  • Platform: User or group
  • Platform: Choice
  • Platform: Signature

Contents

  • Platform Data Types
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