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  • ELMA 365
  • Getting Started
    • Creating an app
    • Low-code app designer
    • Associating a process with an app
    • Tracking process progress
    • Creating custom reports
    • Controlling schedule compliance
    • Downloading a ready-to-use solution form ELMA365 Store
  • Basic Features
    • Calendar
      • Workspace Calendars
        • Calendar Event
        • Event Statuses
      • Personal Calendar
    • Tasks
      • Creating new tasks
        • Subtasks and checklists
      • Working with tasks. Task page
      • Task control
      • List of tasks
      • Task search
    • Messages
      • Activity Stream
        • Channel Settings
        • Working with channels
      • Chats
        • Group Chat
      • Sharing files in chats and channels
      • Mentions
      • Notifications
        • Notification Settings
        • Personal Notification Settings
      • Associated activity stream
    • Files and Folders
      • Folders
        • Actions with folders
      • Files
        • Actions with files
      • List of files and folders
        • File and folder search
      • Access permissions to files and folders
      • Free Storage Space
    • User Profile
      • User Profile Settings
      • Company
      • My Department
      • Main page
      • Schedule Compliance
  • Low-Code Designer
    • Workspace
      • What is a workspace?
      • Creating a Workspace
      • Workspace Settings
      • Workspace Visibility
      • Copying a Workspace
      • Deleting a Workspace
      • Exporting a Workspace
      • Updating a workspace
      • Display of Workspaces in Left Menu
      • Workspace Business Processes
      • Custom Menu Items
        • Page
        • Link
        • Separator
    • Apps
      • What is an App?
        • Creating an App
        • App Item
        • System Data Types
      • App Builder
        • App Item Forms
        • App Settings
        • Item Name
        • Access Settings
        • Status Field
        • Business Processes Associated with Apps
        • Groups and Roles
        • Counters
        • API in Apps
        • Default Values for New Items
        • Bound apps
        • Creating app items on the page of another app
      • App View
        • Layout of App Items
        • Displaying Apps in the Left Menu
        • Customizing Pages of App Items
      • Managing Apps
        • App Accessibility
        • Copying App
        • Exporting App
        • Deleting App
        • Setting up Activities on an App Page
      • Data Export
      • Data Import
      • Search and Filters
      • Tables
      • Kanban Board
      • System Objects
    • Solution
      • Exporting solution
      • Importing solution
    • Setting up interfaces
      • Interface Designer
      • Context types
      • Scripts
      • System widget settings
      • Widget types
        • Element Layout
          • Tabs
          • Information box
          • Columns
          • Menu with form
          • Modal window
          • Panel with header
          • String
          • Counter
        • HTML Widgets
          • Code
          • Text
        • Common Widgets
          • Button
          • Create button
          • Text box
        • Report Widgets
          • Chart
          • Table
        • Data Widgets
          • Upload and preview file
          • File preview
          • Associated items
          • Standard item form
          • Row
        • Side Panel Widgets 
          • Side panel widget
          • External object
          • Informed users
          • Approval sheets
          • Assign responsible
          • Document registration
          • Reserve a document number when creating a document
          • App item status
        • Page Widgets
          • Page header
          • Page content
        • Other Widgets
          • Process start date 
          • Object activity stream
          • Task Progress
          • Parent task
          • Linked tasks
          • Linked item
          • Task due date
        • Custom widgets
      • Get Started Widget
      • Main Page Widget
      • Widget Builder for Pages
    • Custom forms
      • Configuring Forms in Advanced Mode
        • Create, View, Edit Tabs
        • Context tab
        • Tile Tab
      • Calculated fields
      • Dynamic Form
      • Form templates
  • Business Process Designer
    • Introduction to business processes
    • Sequence diagrams
      • Creating a sequence diagram
      • Steps
        • Task
        • Notification
        • Start process
        • Script
        • Transition to step
        • Change status
        • Create app item
        • Edit app item
        • Get superior
        • Generate from template
        • Webhook
        • E-mail notification
        • Send message
      • Process Designer Tabs
        • Business process context
        • Business process statuses
        • Scripts (tab)
        • Business process settings
    • BPMN Processes
      • Graphical elements
        • Swimlanes
        • Task
        • Connectors
        • Gateways
        • Notification
        • Events
        • Subprocess
        • Script
        • Create app item
        • Edit app item
        • Assign Value
        • Manage Status
        • Send document/app item
        • Approval
        • End Approval
        • Generate from template
        • E-mail notification
        • Send message
        • Webhook
        • Get superior
        • Document registration
      • Process Designer Tabs
        • Business process context
        • Form Templates
        • Scripts (tab)
        • Business process settings
    • Process Logic Validation 
    • Process Debugging
    • Process execution errors
    • Publishing Business Process
    • Instance Summary Page
    • Process Monitor
    • Document Templates
      • Syntax of document templates
  • Document Management
    • Records management
    • Document Type Apps
      • Settings of Document Apps
      • Forms of the document app items
    • File vs Document App
    • Document routing
      • How to configure a document route
      • Monitoring documents by status
      • Generation by template
      • Ready-made document routes
    • Records Management Workspace
    • Access to documents and files
  • CRM
    • How is the Clients workspace organized?
    • Deals
      • Creating and deleting a deal
      • Deal page
      • Deal activities
      • Changing deal status
      • Layout of deals
      • New deals
      • Setting up a pipeline
      • Moving a deal to another pipeline
      • Access to deals and pipelines
      • Search and filters
    • Reports
      • Deal dynamics
      • Revenue forecast
    • Companies
    • Contacts
    • Web forms
  • System Settings
    • Organizational Chart
    • Users 
    • Substitute users
    • Groups
      • System Groups
    • Company Settings
    • Notifications
    • Business Calendar
    • Files
    • Additional Parameters 
    • Tokens
    • Desktop application
    • ELMA 365 licences
  • ELMA365 Standard On-premise
    • Installation
    • Updating
    • Activating
  • Ready-made integrations
    • Other integrations
  • API and SDK
    • Introduction to Web API
    • Web API
    • Scripts written on TypeScript  
    • Data types
  • New ELMA365 features
    • Release 09.11.2020 
  • Getting Started

    • Creating an app
    • Low-code designer for apps
    • Associating a process with an app
    • Tracking process progress
    • Creating custom report
    • Controlling schedule compliance
    More articles
  • Low-Code Designer

    • Workspace
    • App
    • Widgets
    • Widget types
    • Custom forms
    • Dynamic forms
    More articles
  • Business Process Designer

    • Introduction to business
    • Business process modeling
    • Process Debugging
    • Publishing Business Process
    • Process Monitor
    More articles
  • Electronic Document Management

    • Document Type Apps
    • Forms of the document app items
    • Document routs
    • Access to documents and files
    More articles
  • CRM

    • Deals
    • Deal reports
    • Companies
    • Contacts
    • Web forms
    • Telephony
    More articles
  • Basic Features

    • Calendars
    • Tasks
    • Messages
    • Files
    • User Profile
    More articles
  • ELMA 365
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