Platform (Web Browser Access)
A ShotFlow calendar is a date/time based data visualization which includes a name, description (optional) and contains one or more events. When accessin...
Wed, 6 Apr, 2022 at 9:45 AM
Calendars can be viewed from the Dashboard (If added to a Report and assigned as a Dashboard for a role), or directly from the Calendars tab. 1. To view...
Wed, 6 Apr, 2022 at 10:00 AM
Roles with the Create/clone/update calendar permission can edit or clone an existing calendar. 1. From the Calendar tab, locate the Calendar that should...
Wed, 6 Apr, 2022 at 10:02 AM
When creating a relationship to a record, either through creating, cloning, or editing a record or through an action button, the Related Records Picker pres...
Wed, 6 Apr, 2022 at 11:59 AM
If you notice a performance issue with the ShotFlow web interface (views, charts, records loading time extends 30 seconds), please provide the following inf...
Mon, 3 May, 2021 at 9:56 AM
If your role enables you to Add New Users, you can do so by following the steps below: Navigate to Users in the left navigation pane. From the Use...
Fri, 16 Sep, 2022 at 1:53 PM
As a ShotFlow user, you have the ability to update your personal details directly through the ShotFlow platform. Follow these steps to modify your first nam...
Tue, 7 May, 2024 at 2:39 PM
If a user's role includes the permission "Manage role permissions, tables, views and visuals", they will also be able to see historical inform...
Wed, 6 Apr, 2022 at 12:17 PM
Field Creation/Update If a user's role includes the permission "View table field revisions", they will be able to see the historical info...
Wed, 6 Apr, 2022 at 12:23 PM
Every “page” of the web navigation includes a unique URL, including every view, chart, report, etc. This enables the web browser [back] and [forward] button...
Wed, 6 Apr, 2022 at 12:34 PM