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  1. Clarizen Success
  2. Product Documentation
  3. Configurations

Configurations

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  • Migrate & Deploy
  • Configurations Overview
  • Custom Panels
  • Field Types
  • Text Field Enhancements
  • Data Model
  • Data Objects
  • Excel Import for Data Objects
  • Business Rules
  • Permanently deleting related items when object's state changes
  • Custom Actions
  • Filtered Lookups for Custom Action Forms
  • Multiple Rules for Lookup Filters, and field selection from Source, Target or User
  • Custom Fields
  • Relations Summary in Custom Field Data Type Description
  • Rich Text custom fields
  • Formula Editor
  • Custom Pages
  • Custom Objects
  • Dependent picklists
  • Custom Objects - Icon Library
  • Support for Followers on Custom Objects
  • Custom Object Links Inherit Permissions from Related Items
  • Custom Objects - New Get Object By External ID Function for Referencing Custom Objects by External ID
  • Relabel, Edit Descriptions and Tooltips of Standard Fields
  • Matching Current User Fields in Filtered Lookup Filters
  • Predefined Lookup Rules in Reference to Object Fields
  • Calculate Project Financials - A New Action for Custom Actions and Scheduled Workflow Rules
  • New Logical Formula Function for Comparing Duration and Currency Fields with Zero (0) or Null Values
  • Support for Variables in Outbound Call URLs for Workflow Rules and Custom Actions
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Clarizen is a global leader in collaborative work management software, bringing together cross-company project management, configurable workflow automation,
in-context collaboration and a tailored, role-based experience, all built on a secure, scalable enterprise platform.

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