NetResults Tracker

Add a user that was previously deleted.

To restore a user:

1. Login as Admin and click on the Admin icon.
2. Click on the User Accounts link.
3. Click on the Add User button.
4. Click on the Add Existing Users link in the upper right corner.
5. Users available to be restored will be listed. Click on the user, select any user groups to which you want to add the user, then click on the Add button.
6. Click OK to confirm that you want to restore the user.

User Not Available to Restore

In on-premises installations, the user may not be available on the Existing Users list due to the User Management System configuration for deleting user accounts. If the Delete User option is checked, that indicates that a user will also be deleted from UMS when it is deleted from the User Accounts section of a workgroup. Uncheck this option if you want users deleted from a workgroup to remain in UMS.

Update your workflow to cover a user out on vacation or leave.

If you use State Managers for automatic assignment, you can easily substitute a different user when needed.

To replace a user:

1. Login as Admin and click on the Admin icon.
2. Click on the Projects link.
3. In the pulldown at the top, select the desired project. The page will be updated to display its properties.
4. In the Forms section, locate the desired form, then click on the Manage link to the right of State Managers.
5. Locate the user to be changed, select the replacement and click OK to save.

Any workflow configuration, email rules or alerts that reference <State Manager> will automatically go to the appropriate user without any further changes.

Re-Assign Records

If you also need to re-assign records to the replacement, this blog post explains how.

Invite other users or groups to a conversation related to a record. Perhaps you have a subtle issue that needs input from several departments. Or, you have a document or specification that needs to be reviewed. A discussion thread allows those cases to be handled at the time most convenient to each user involved.

Start One on a New Record

A discussion thread can be created when adding a new record by checking the Start Discussion box at the bottom of the form.

Start One Later

You can start a discussion thread at any time:

1. Click on the Discussion icon
2. Enter the record number and click Go.
3. Enter a Subject, Message and select users and/or user groups to participate. Or, if any other discussion threads exist for the record, you'll see a thread list. Click on the Start New Thread button.
4. Click OK to save the new thread. Users and groups you selected will receive an email invitation with a link to see the new thread.

The Online Help Guide has everything you need to know about Discussions.

Find records where a value has not been entered into a field.

Perhaps you'd like to see action items that don't yet have a deadline or other key information. You can search for empty Date, Text, TextArea or Url fields using an advanced query.

The Online Help Guide provides steps for adding an advanced query.

Use features available for different field types to customize your Add Page.

Set Field Order

You can control the order of the fields using the Order property:

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Edit button to the left of the field you wish to modify.
4. Set the order relative to other fields. Fields with the same order value will be displayed in alphabetical order.
5. Click OK to save the change.

Use Different Display Styles

Pulldown and YesNo fields have different styles available.

Pulldowns can be displayed as a standard Pulldown, Radio or Vertical Radio. There is also a "Search" style that allows a key word search to be used to locate menu items quickly when there are a large number of values.

YesNo fields can be displayed as a standard Pulldown or Checkbox.

To set the Display Style property:

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Edit button to the left of the field.
4. Change Display Style and click OK to save it.

Field Help

Provide information about how to use each field by providing a Help Description.

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Edit button to the left of the field.
4. Enter text into the Help Description and click OK to save it. Tags can be used to format the text in bold, italics or different sizes.
5. Click OK to save the changes.

Show Different Fields Based on User Group

The Add Page can be set up such that specific fields can be shown/hidden based on user group. For example, you may want to keep the form simple for end users by having them fill out only a handful of fields. Show additional fields to internal users to gather more information when they add records. This is done using the Field Visibility option explained in this blog post.