FAQs and Troubleshooting

Frequently Asked Questions

Add a Custom Logo

Adding Tables to Email Notifications

Assign Future Tasks with the Form Assigner

Can HTML forms be hosted outside the Integrify portal?

Can I change the name of a milestone task on a process in production?

Can I migrate a group of requests from one version of a process to an updated version?

Can Integrify Pass Files into SharePoint?

Can we authenticate with SAML when hosting HTML forms outside the Integrify Portal?

Can we prevent a new request ID from being created until a task completed?

Coalescing Data: An Advanced Integrify Technique

Creating Ad-Hoc Related Requests

Creating a Table Maintenance Process

Does the user_recent_activity store data when a user resets or re-assign a task?

Does Integrify support two factor authentication?

Does Integrify integrate with Microsoft products?

Does Integrify support leap year dates?

Do notifications get sent out to users that have been disabled?

Embedding Calendars in Dashboards

Frequently Asked Questions about the PSPDFKit Acquisition

How do I limit the allowed max file attachment size?

How do I force local communication within the application?

How do I enable AUTH for Integrify to redis communication?

How is user concurrency determined for my installation?

How do I connect my Integrify Cloud instance to a database not on Integrify's network?

How do I force a user to change their password on the next login?

How can I extract grid data to add it to custom tables?

How do I import Active Directory users into Integrify using ADSync?

How Do I Make The Lines In A Process Straight?

How can I paste spreadsheet rows into a grid?

How do I schedule a process?

How do I submit a help ticket?

How do you edit Request Description and other fields after the workflow has started?

How to Clear Your Browser Cache

How to Configure Dynamic Task and Request Names?

I forgot my password.

Is there a way to edit the name of a request after it has been submitted?

Is there any negative impact if we change the time_out configuration on a task in a process in status production?

I would like to set a report to run from a set date say (1/1/15) through the current day (Today). How can I set my report to do that automatically?

Is there any way to configure account lockout rules?

The Difference Between a Requester and a Recipient

Upgrading Your Select List Fields (Step-By-Step Guide)

Using Assigner Tasks

Using The Excel Import Task to Enhance Your Automation

What Does "Create a Copy of this Request" Do?

What is "Submit on Behalf of:" when starting a new request?

What are Best Practices for Testing in Integrify?

What do I need to change when I load balance Integrify?

What browsers does Integrify support?

What is the PDF Generator Task?

What Is Advanced Technical Support (ATS)?

When an Integrify Administrator performs a task resets or redo-completion, is there a logging table where this information is stored?

What is the best practice for archiving request data (e.g. attachments)?

When to Version a Production Workflow

Where are the logs for my OnPremise installation, what do they contain, and what should I look out for?

What is Admin Coaching?

How do I access my private database server?

Why are fields from my form not showing up in data configurations?

How do I prefill a result in a contact search?


Error in the custom notification for this email. Please notify the process owner.

Integrify will not allow me to assign a whole group to an initialized task.

My request won't flow to the next task.

When I export to PDF some fields are blank even though the formatted view shows those boxes as completed.

When I change my process to a Testing or Production publish status, some notifications are not being sent to task recipients.

Why are notifications from our cloud instance being dropped, blocked or marked as spam?

Why am I not receiving scheduled reports?

When I run a command directly on the server, it works fine. However when run from the Command line task type, it fails.