How to automatically name a process
To maintain consistency in your processes created from a template in Tallyfy, you can use the Auto-Name feature. Here’s how:
- Go to the Template Editor and click on “Config” in the top right corner.
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In the “Summary” tab, locate the “Auto-name Process?” button.
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Enable the feature by setting it to “Yes.” This allows you to customize the process name and even utilize variables in the Kick off form.
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