Search: click
Last modified by admin on 2022/04/24 04:58
[4] Modify Tags for Documents
Located in
- Rendered document content
these below steps: Step 1: Choose documents needed to be modified tags Step 2: Click "Edit Tag" icon Step 3: Modify tags and click "Apply" button There are 4 options to modify tags: Add to existing
…to existing" then choose other tags or add new tags then click "Apply" button Clear fields: Clear fields
- Raw document content
"]] (% class="box infomessage" %) ((( **Step 2: **Click "Edit Tag" icon ))) [[image:image-20221027173442-2.png||cursorshover="true"]] (% class="box infomessage" %) ((( **Step 3: **Modify tags and click "Apply" button
…then click "Apply" button [[image:image-20221027174657-4.png||cursorshover="true"]] * **Clear fields
[8] Advanced Filter in Data Service
Located in
- Rendered document content
filters on your results list, click Advanced Filter. The pop-up Advanced Filter will open Step 3: User
…, use integers for Number fields. Click + Condtion to add as many conditions as you need. To remove a conditions, click the corresponding Delete icon or if you want to clear all filter, click Clear all
- Raw document content
**: To apply more filters on your results list, click **Advanced Filter**. The pop-up Advanced Filter will open
…for **Text** fields, use integers for **Number** fields. ))) 1. Click **+ Condtion** to add as many conditions as you need.((( To remove a conditions, click the corresponding **Delete** icon or if you want
[3] How to use Desktop Trigger
Located in
- Rendered document content
will be shown as below: No Panel Description 1 Add new trigger Click here to create a new trigger 2 Edit Trigger Choose a trigger at the table below, then click this button to edit that trigger 3 Enable/ Disable/ Delete trigger Choose a trigger at the table below, then click this button to enable/disable/delete
- Raw document content
;" %)Description |1|(% style="width:264px" %)**Add new trigger**|(% style="width:816px" %)Click here to create
…at the table below, then click this button to edit that trigger |3|(% style="width:264px" %)**Enable/ Disable/ Delete trigger**|(% style="width:816px" %)Choose a trigger at the table below, then click this button
[1] Manage and coordinate processes
Located in
- Rendered document content
information of a process, include: Order. Fields Description 1 Action Process-related tasks: Click the “eye” icon to view process details, click the “triple dot” icon to perform Restart/Stop/Pause processes 2
…, click the “eye” icon. After clicking in, detail of running process will be shown up, as below
- Raw document content
: |**Order.**|**Fields**|**Description** |1|Action|Process-related tasks: Click the “eye” icon to view process details, click the “triple dot” icon to perform Restart/Stop/Pause processes |2|Process name|Name
…process// In the list of process, click the “eye” icon. [[image:image-20230312200658-55.png
[5] Trigger
Located in
- Rendered document content
Trigger can help you to run Bot automatically with some conditions/ S1: Click in Create New button
…can clic the 3 dots buttin at the trigger you want, click Edit button to update trigger as your wish. S2: A form will appear for you to fill in. After fulfillment, please click Save to save your work
- Raw document content
Trigger can help you to run Bot automatically with some conditions/ S1: Click in **Create New
…buttin at the trigger you want, click **Edit** button to update trigger as your wish. [[image:image-20230528123209-3.png]] S2: A form will appear for you to fill in. After fulfillment, please click **Save
[1] Productivity
Located in
- Rendered document content
activities on a Calendar. a. View Agents' activities. To view Agent's activities, please click Monitoring tab from the main menu. After clicking, you immediately see the view by week of all Agents
…consider, just click on the Date and Month button, then a small calendar will show up for you to choose
- Raw document content
' activities.** == To view Agent's activities, please click Monitoring tab from the main menu. After clicking, you immediately see the view by week of all Agents' activities. [[image:image-20221101154859-5
…the activities in a time you consider, just click on the** Date and Month** button, then a small calendar
[3] Delete Entity
Located in
- Rendered document content
Step 1: To delete an Entity, click on the three dots located next to the Entity that you wish to remove then select "Delete" option Step 2: Confirm the deletion by clicking on the "Delete" button.
- Raw document content
(% class="box infomessage" %) ((( **Step 1**: To delete an Entity, click on the three dots located next to the Entity that you wish to remove then select "Delete" option ))) [[image:image-20230630131159-1.png]] (% class="box infomessage" %) ((( **Step 2**: Confirm the deletion by clicking
[2] Agent Group
Located in
- Rendered document content
and allow you to bulk delete selected them 2 Name The name of the Agent Group. You can click the name
…see the username that created the Agent Group To view the details of the Agent Group, click eye button. No Column/Label Description 1 Name The name of the Agent Group. You can click the name
- Raw document content
selected them |2|**Name**|The name of the Agent Group. You can click the name of the Agent Group the view
…the username that created the Agent Group To view the details of the Agent Group, click eye button
…Group. You can click the name of the Agent Group the view its details |2|**Description
[4] Triggers
Located in
- Rendered document content
To add a Trigger, you will have to: Access the akaBot Center. On the left-side menu, click on App
…. Access the Triggers tab and click on the Add Trigger button. Select the desired Connector and Connection
…dropdown menus. NOTE: Event types may vary with the connector. Select the Workflow to execute. Click
- Raw document content
. On the left-side menu, click on **App Connect**. The **App Connect** window includes three separate tabs
…the **Triggers** tab and click on the **Add Trigger** button. [[image:1695293048468-252.png||height="340" width
….** 1. Click the **Add Trigger** button to create your trigger and activate it. Alternatively, you can
[6] Delete Field
Located in
- Rendered document content
Step 1: Start by selecting the Entity to which you want to delete field. On Field tab, click on the three dots icon located next to the Field that you want to delete then choose Delete option Step 2: Confirm the deletion by clicking on the "Delete" button.
- Raw document content
(% class="box infomessage" %) ((( **Step 1: **Start by selecting the Entity to which you want to delete field. On Field tab, click on the three dots icon located next to the Field that you want
…" %) ((( **Step 2**: Confirm the deletion by clicking on the "Delete" button. ))) [[image:image-20230630131633-2