RPA Connect
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  • Form Design
    • Quick Start
      • Login to RPA Connect
      • Creating a Form
      • Workspace Environment
      • Designing a Basic Form
    • Property Assignment
      • General Properties
      • Appearance
      • Validations
        • Advanced Validations
      • Behavior
        • Advanced Behaviors
    • Comprehensive Form Development
      • Text and Numeric Fields
      • Date and Time Fields
      • Option Selection Fields
      • Other Input Fields
      • Tables
    • Using Common Resources
      • Resource Upload
      • Resource Utilization
    • Workflow Configuration
    • Advanced Options
  • Administration
    • Admin App
      • Accessing Admin App
      • User and Group Management
      • Workspaces
      • Roles and Permissions
    • Integration with Microsoft Entra ID
      • Synchronization Authorization
      • AD Group Management
      • Microsoft Teams Notification Configuration
  • BLUEPRISM
    • Connection with BluePrism
      • Creating an Authentication Credential
      • Generating a Public Form Instance
      • Querying Template Instances
      • Other Actions
        • Instance-Linked Actions
        • File-Linked Actions
        • Stage-Linked Actions
      • Additional Information
  • INTERACTION CHANNELS
    • Instance Management in Teams and the Portal
      • Interface and Common Functions
        • Home
        • Submissions
        • Inbox
      • Activity in Microsoft Teams
      • Portal Features
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  1. INTERACTION CHANNELS

Instance Management in Teams and the Portal

Navigate fluently through the RPA Connect Portal and the Teams application for tracking and managing forms, understanding the functionality of their interface and main features.

Proper instance management, as well as interpreting the events associated with them, is as crucial a part of the process as designing forms or managing the profiles that will have access to them. By completing this section, you will be able to:

  • View the forms assigned to you in the roles of Contributor or Manager.

  • Manage, organize, and review received and sent instances.

  • Understand the functionality of status indicators and Teams notifications to obtain relevant information for each stage of the process.

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Last updated 4 months ago