Tips and Techniques


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About the Tips and Techniques Forum

This category is used to discuss tips and techniques related to using Agiloft. For tips and techniques by the Agiloft Implementation team, refer to the Wiki: https://wiki.agiloft.com/. Otherwise, feel free to discuss you…

1 February 5, 2018
Use "Extra Fields to Show" field in Contract Type table to control the field visibility by contract type 1 May 25, 2020
Requesting Named and Floating Licenses 1 May 20, 2020
Rules Fuel Automation 1 May 4, 2020
Compound Field 1 April 27, 2020
Widgets 101 1 April 21, 2020
Saved searches 1 April 14, 2020
How To Create A Rule To Warn A User When Creating/Editing A Record With A Field That Is Not Unique 2 April 14, 2020
Leveraging the singleton check field 1 April 8, 2020
Troubleshooting Print Templates 2 March 30, 2020
Print Template output file names from fields? 2 March 25, 2020
When Numerical Fields need to be able to support Text 1 March 21, 2020
Displaying a required field label using input instructions 1 March 19, 2020
Customizing Reports 1 March 10, 2020
MVE links and Related Tables 2 March 5, 2020
Improving Table Views 1 February 13, 2020
Contract workflow 4 December 30, 2019
Records counter 2 December 9, 2019
Google Gadget type Widget 2 September 2, 2019
Email Hyperlink includes Tab or Field Focus 5 August 22, 2019
Compare portions of text fields in If-Then-Else action 3 August 19, 2019
Drag & Drop files from Microsoft Outlook 11 April 4, 2019
Communications table 'add communication' / notes feature 1 February 19, 2019
Email Communications table settings: include original text in replay 1 January 31, 2019
Year over year reporting 3 January 14, 2019
New time-saving keyboard shortcuts for Agiloft 1 December 27, 2018
DocuSign integration via third-party gateway 1 December 18, 2018
Recommended sizes for new JavaScript charts 1 December 3, 2018
Upcoming enhancement: Heat Maps for visualizing contract status and progress 1 November 15, 2018
Auto Increment Numbering 2 October 31, 2018