Triple Lock (228)
Documentation about our triple-lock suite of functionality and how to utilise it within the application itself.
Default Watchers
Default Watchers are used to automatically assign certain Users/Roles/Teams as Watchers against newly created items of a specific type.
Trigger Gates View
The Trigger Gates View contains all the gate checks for a given Trigger. Each gate check contains configuration on the type of action that must…
Trigger View
The Trigger View holds all the header information for a Trigger which can automatically execute custom Actions when certain conditions in the system are met.
Triggers
Triggers are used to automatically execute specified actions when certain criteria are met in the system.
Tag Types view
The Tag Types view hold the specific list of Entity Types that the parent Tag is available for. Only those Entity Types can be marked with this parent Tag, other records can't.
Tags View
The Tags view holds all information about the standing data item Tags that can be used to mark any record in the system.
Settings Financial Services Processes
This contains all the settings related to functionality within the Financial Services lock as it relates to automated algorithms.
Settings Financial Services GL
This contains all the settings related to functionality within the Financial Services lock as it relates to the GL.