Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
These short tutorials provide a step-by-step of how to create, test, review and run custom processes in FYI.
Navigating the Automation DashboardWatch this tutorial to learn how to navigate the Automation Dashboard in FYI. | |
Setting up the Process ControlsWatch this tutorial to learn how Process Controls work and how to set them up for custom processes. | |
Adding Process StepsWatch this tutorial to learn more about the available process steps and how to add Process Steps to a custom process. | |
Importing and Creating Custom ProcessesWatch this tutorial to learn how to import custom processes from our Automation Library and how to create new custom processes. | |
Testing and Reviewing Custom ProcessesWatch this tutorial to learn how to test and review custom processes to ensure the process is working as expected. | |
Activating and Running Custom ProcessesWatch this tutorial to learn how to activate and run both manual and scheduled custom processes. |