Co-branded templates for each collateral file must be uploaded for co-branding to be inserted. Templates must have elements with specific properties to allow an optimized output of co-branded assets. This guide will show how to create co-branded templates in Microsoft Word and Adobe Acrobat....

Custom reports require all fields referenced on the report to be available and accessible on the originating object. If the fields referenced on a report are deleted from their originating object, the Obsolete Report error is displayed as a result of the report’s entity schema changes....

The Magentrix rewards module allows you to create reward programs as a way to drive partner and customer engagement and to gamify their experience through rewards, points, or other incentive programs....

You can use external authoring tools such as Adobe Captivate and the Articulate suite programs to create course content for the Learning Management System courses. Importing course content into the Learning Management System requires xAPI (Tin Can) files contained within a zip file. Here are steps to export your course content and import them into the Magentrix LMS module...

Question: How do I give access for a role to assign courses to the employees in the Training module? Answer: To give access to roles to assign courses, administrators must do the following: Navigate to the Training App, then go to LMS Admin Panel > Settings. Select the Permissions tab, then select the desired role...

Question: Is it possible to add a status such as "Pending Approval" to the standard list view for articles? We wish to be able to differentiate between articles that are in Draft because they are still in progress and those that pending to be approved for publishing. Answer: While it isn't possible to add a status to the list...

The error message: "Cannot update record. Record is not up-to-date." appears when trying to update a record that is no longer up-to-date in the system. This is most commonly caused by two users updating the same record simultaneously. To resolve this, click Cancel to cancel your changes, refresh the browser page, and then attempt your changes again. ...

Question: How can I change the order of the ‘menu’ tabs at the top of my portal page? Answer: To edit the order they display in, you need to reorder them in the ‘App’ configuration list....

The Articles Module has many features and capabilities that can be used to customize the user experience. It is possible to include a widget in the sidebar of the layout for Articles that lists links to all of the different Article Types....

The Articles module allows authors to make long-form text documents that are published and shared publicly or to specific groups of users such as employees, customers, partners, support agents, or guest visitors. To get started, follow these instructions. Create an Article List: You will first have to create an Article List to place and organize your Article Types....

If you would like to modify or remove the tooltip for a field, you just need to modify the text in the 'Inline Help' textbox in the settings of that field....

The default location for cloud assets in the portal is found in the IDE page....

It is possible to set the tab order on fields in such a way that as users press the "tab" key, the field selection is moved to the next field....

Using filters, you may create reports that only display records from the current user who is viewing the report....

The Magentrix Spring 2015 Release introduced the Reports and Dashboards module to all Magentrix portals. All modules added to the Magentrix platform are disabled by default to prevent any unwanted system access. To get you started with new modules like Reports and Dashboards, review the following Frequently Asked Questions....