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TaskFlow is highly configurable and we have set of configuration tasks that we can perform if and when clients request it. Configuration is charged per hour and the hourly rate is stipulated in your SaaS agreement with TaskFlow. The most common configuration tasks we do on a daily basis are listed below:
| Configuration | Examples* | Difficulty |
|---|
/ Time / Cost |
|---|
| Add/Amend list/form view | - Display the existing field x on an existing list or form view
- Hide field x only if a certain condition is met on a form view
- Change the label of field x on an existing list of form view
- Move field x to a different location in the list or form view
- Create a new list or form view from an existing model
| |
| Add/Amend graph/pivot view | - Change the default rows, columns or measurements of an existing graph or pivot
- Create a new graph or pivot view with rows, columns and measurements for an existing model
| |
| Add/Amend kanban view | - Change the look and feel of an existing kanban view
- Create a new kanban view for an existing model
| |
Add/Amend search view | - Search on field x by typing in the search bar
- Create a new filter based on specific search criteria
- Create a new group-by option based on field x
- Create new favourite item with specific search and group-by criteria
- Pre-populate the search bar with an existing favourite item
| |
Add/Amend database model | - Create a new model with basic fields
- Add field x to an existing model
- Create a computation on field x
- Make field x required or read-only
| |
| Add/Amend email template | - Create a new email template with variables
- Make changes to an existing email template
| |
| Add/Amend SMS template | - Create a new SMS template with variables
- Make changes to an existing email template
| |
Add/Amend PDF report | - Create a new PDF report from a single record
- Modify an existing PDF report
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Add/Amend automated action | - When the user does x then y must happen
| |
Add/Amend scheduled action | - Schedule a cron that will do y every x hours
| |
Add/Amend server action | - Send an email
- Send an SMS
- Create a new record
- Update an existing record
- Trigger a webhook on a third party system
- Execute custom Python code
| |
Add/Amend dashboard item | - Create a new BI report by joining data from multiple models
| |
Add/Amend security rules | - Create a rule where users belong to group x can only read and create model y
- Create a rule where records with a certain condition can be deleted by users belonging to group x
| |
Add/Amend menu items | - Create a new menu item
- Change the label of an existing menu item
- Change the order or location of an existing menu item
| |
* These are most common examples of configuration that we do for clients. For more information about how we can configure your TaskFlow instance, please contact us.
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