Global Data Manager FAQ

There are permission groups for Projects Object, Relationship Types and Object Records. The Managing Organization access controls are honored.

Users can only access Objects Records in their given organization level and all child organizations below it.

The application provides a default workflow from which you can clone to make a custom workflow with unique stage names.

You can perform the following actions to enhance your workflow management:

• Clone

• Archive

• Publish

• Delete

• Unarchive

Workflow stages can automatically advance when the automation rule criteria is met including, conditions and actions and authorized user approval.

A Custom Object Record is a unique instance of the Projects Object. There can only be one record with the same name. There can be, however, multiple records with the same properties.

You can easily create multiple Relationship Records from a given template through the Bulk Import feature.

Yes, Relationship Records can be exported in bulk from the Related tab of the Object Record and be saved locally in a PDF for easy distribution.

Yes. For Object Records, creating Tasks can be automated from the stage rules added as part of the Object Workflow. This added action limited to the given workflow stage. External tasks will need to be added from the central Tasks tab.

Yes, you can select multiple assignees from the list of users on the Assignee field.

See the list of supported formats in Adding Documents & Links to Object Records.