Flexible configuration of fields (metadata)

To ensure flexible and convenient customization of the system interface the Almexoft platform offers a built-in form editor of an electronic process card or document.

Common Field Types

A standard list of field types can include text fields, lists, users, lookups, dates, numbers, tables, buttons, checkboxes, radio buttons, links, attachments, departments, and more
Design Flexibility

The design of a business process card or an electronic document is possible with grouping, separation, and arrangement on the form at the business process type level
Field Properties

Fields can have visibility and editing accessibility properties, description, validation, mask, external reference configured
Global Search

Field values can be available for global search in the system, allowing users to quickly and efficiently find relevant information in various documents and business processes
Field Key Utilization

Operating with the field keys, it is possible to substitute them into another instance of a business process or into an attachment template to form a printed form of a document

Forms management

User access to a form or electronic process/document card can be flexibly configured. Specific fields, field groups, or tabs of the electronic process card can be made available at certain stages of the business process or when making decisions during the transition to the next stage of the business process. In addition, logic for field dependencies can be configured.

The visibility of specific forms on different tabs of the electronic document card can be flexibly regulated. Additionally, there are standard process fields that are always present in the core information (e.g., process number, process name, brief description, creation date, process group, process type, document author)