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TBW Non Modal

🚧 Page Under Construction 🚧

We are still working on fully documenting this feature. While some documentation may still be listed below it may be incomplete, erroneous, and subject to change.Under construction imageUnder construction image

Features​

Added method to open the Task Based Workflow window in a non-modal window. This allows the user to continue working in Encompass while the Task Based Workflow window is open.

Setup​

Create CX.MISC.TRIGGER Field​

The custom field should be a String format field named CX.MISC.TRIGGER:

CX.MISC.TRIGGER

Usage​

  1. In Encompass,
  2. Open a loan and using business rules or similar triggering logic, set the CX.MISC.TRIGGER field to TBWNonModal