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Documentation

Work-Relay Documentation

Introduction

  • Key Concepts
  • Start Working With Work-Relay

Core Design and Execution

  • Processes
  • Tasks and Issues
  • Forms
  • Functions, Formulas, Queries and Conditions
  • Global Actions and Action Groups

Project Management

  • Collaboration
  • Gantt Chart
  • Resource Management

Insights

  • Dashboards
  • Reports

Technical

  • Deployment
  • Package Resources
  • API
  • Best Practices

Tags

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  • process builder 2
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  • process start conditions 1
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  • processing frequency 1
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  • progress 2
  • progress bar 2
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  • progress component settings 2
  • Progress Dashboard 5
  • properties 2
  • query 8
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  • recalculation 2
  • record 5
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  • records 2
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  • reminders 2
  • remote site 1
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  • request 1
  • Resource 3
  • resource attribute 2
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  • resource pool 4
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  • rules 7
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  • Salesforce process 1
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  • schedulers settings 1
  • screen 1
  • search 4
  • section 1
  • select 1
  • send 1
  • send email 1
  • sequence 1
  • service email 1
  • setting up Work-Relay 1
  • settings 7
  • setup 3
  • sidebar 2
  • single record 1
  • slack notifications 1
  • Slack settings 1
  • smart step settings 1
  • SMS settings 1
  • Sobject 1
  • SOP 1
  • sorting 1
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  • source object fields 1
  • space 1
  • standard buttons 1
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  • start 3
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  • static 2
  • statistics 2
  • Status 1
  • step 38
  • step action 1
  • step duration 1
  • step layout 2
  • step properties 4
  • step settings 3
  • step type 3
  • steps 2
  • steps tree 1
  • sub-process 4
  • subflow 2
  • Subporcess 1
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  • swimline assigment 1
  • swimline assignment 1
  • system 3
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  • tab 3
  • Table view 1
  • tabs 3
  • tags 1
  • Task 9
  • Task Manager 5
  • task status 1
  • tasks 1
  • template 1
  • text 6
  • textarea 1
  • time 2
  • Time logging 1
  • tips 2
  • token 1
  • totals 11
  • transaction 1
  • tricks 1
  • triggers 1
  • troubleshooting 1
  • trusted sites 1
  • type 1
  • update 2
  • update records 1
  • upgrade 1
  • URL 1
  • user 2
  • user interface 2
  • using functions 1
  • using list in action 1
  • using virtual fields 1
  • utilities 1
  • validation 2
  • Validation Error 1
  • validation rules 2
  • Validation warning 1
  • variable 5
  • variables 3
  • version 2
  • virtual 2
  • virtual field 5
  • virtual fields 2
  • visibility 1
  • visualforce 1
  • wizard 4
  • Work-Relay Connect 1
  • Work-Relay Optimization 1
  • Work-Relay Tasks 1
  • workflow 1
  • workflow history 1
  • workflow line 1
  • workflows component 1