August 11, 2022

Introduction to Event Notifications

This video introduces “events” and walks through an example of triggering an Email Notification from an event.
August 5, 2022

Data Lookup Tables

A data lookup provides a way to set a field value based on other values on a record.  You have […]

July 21, 2022

View Rules Introduction

This video demonstrates how to set up View Rules to enforce what view is presented to a user.
July 15, 2022

How to Set Up View Rules

Introduction:  Reviewing some View basics Form and list views can display records in ways that fit different uses.  For instance, […]

July 8, 2022

Basic Introduction to Notifications

This video walks through the steps of setting up a simple notification on a record.
July 6, 2022

Advanced Business Rules – Before Query

Business rules that use the “Advanced” checkbox are frequently set to run on Insert or Update, but there are a […]

June 29, 2022

Advanced Business Rules – Display

Business rules fire on database activity or interaction with the database.  A “display” business rule fires when the data for […]

May 13, 2022

Dictionary and Dictionary Override

Does a field need to be changed to read-only, mandatory, or has a particular value or another setting?  You can […]

May 4, 2022

How to Add the Email Client Option to a Form

You might have noticed that Incident and Change, by default, have an option to compose an email manually.  It is […]

May 4, 2022

Quick Messages

You may have found it handy to use the Email Client, which is opened by selecting “Email” from “More options” […]

Privacy Policy
Copyright © 2022 Finite Partners