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Zentso Public Documents
Zentso documents in the public domain.
Yantra - Zentso Project Management System for Clients
This is a user guide for Zentso clients using the client portal
BookStack (Zentso Docs) Login Instructions
BookStack (Zentso Docs) Login Instructions When using Zentso Docs for the first time, you will need to go through the signup process. Go to BookStack (zentso.com) then click on “Sign up” Use the “SIGN ...
AFD Address Validation Components
Flow Component for Address Validator with ADF Api First make sure you have setup credentials for AFD API. You can do that by going to Setup -> Custom Settings -> Click manage next to Address Config. Then click New default organization level. Then you will nee...
Sharepoint Integration
Generate ClientID and SecretKey which never expires Create a Sharepoint App Step 1 : Register the Add-In Log in with an admin account on the parent site, and then go to the following URL: https://sitename.sharepoint.com/sites/subsitename/_layouts/15/appre...
ESC D2L Enrolment Integration
This page outlines all of the iMIS and CloudToolz components required to achieve the automatic D2L enrolment feature on the purchase of a course. -----------------------------------------------------------------------------------------------------------------...
Pause CloudToolz Operation
To pause CloudToolz, the workflows are the key components that must be stopped. Once logged in, navigate to Flowz -> Definitions Each workflow must be selected individually so they are highlighted in grey and select "Unpublish". The checkboxes on the fa...
My Projects
My Projects can be accessed from the Home Page as well as the navigation bar: Selecting a Project will take you to the Project Information page:
Workspace
The workspace shows a list of tasks and sub-tasks as well as associated dates and a status. Changing the View: The following views are available for the Workspace: Tasks only (Grid), Tasks and Gantt chart (Gantt), Gantt only (Timeline) Cha...
View Task Information
To view a task, navigate to the Project, then Workspace and click the ‘Open Task’ icon: The Task page provides information about a selected task e.g., number of hours logged, number of hours remaining, task status, QA and UAT information. Comments Comm...
Log a Task for Zentso
Login page: https://zentso.my.site.com/ To log a task for Zentso, navigate to the Project and select ‘Log a Task’: Fill out the task information and press Next: The task will appear at the bottom of the Workspace and Zentso will receive a notification a...
Upload CSV File into CloudToolz Table
BeyondFormz The below is a minimal example of the elements needed in the file upload BeyondForm: Fig 1: Full form Fig 2: File Upload Element Fig 3: Save button Element Workflow This is an example workflow that can be imported and modified to suit your...
Working With Data in Tabulator Tables
CloudToolz Setup Flowz to Import Zentso_Flowz_Data_Insert.json Best Practices & Tabulator.json Formz To Import Best Practices Tabulator Form.json Best Practices_ iMIS Data Insert Form.json iMIS Setup Table Name Zentso_BestPractices_Pets Colum...