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Templates (Page and Form)
In this category of videos, you will learn how to create new or edit existing content templates – for both pages or forms, and how to apply approval workflows to templates. Great for Advanced Users who will be configuring policyIQ or administering the application going forward.
Learn how to add Linked Fields.
List Fields: Custom, User, and Global
Create field rules to add logic to your pages and forms.
Create and apply approval workflows for pages and forms.
Approval Workflow Creation
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