Deleted Records
June 26, 2025
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This feature allows administrators to review a list of deleted records for each of the available apps, in case they need to bring some of
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This feature allows administrators to review a list of deleted records for each of the available apps, in case they need to bring some of
Lines are a super-sized enhancement to your Apps that will allow you to give them a boost of capabilities. With them, you can create invoices
Servis.ai helps you store, organize, and track many different types of information. We do this using Apps. But Apps are just the beginning. To get the
Admins can edit the existing layouts for the detail page of each existing App to create a custom Workspace. A Workspace can include any of
Create custom actions and place them either on the Detail Page or right on the Card. There are different types of App Actions: System. Pre-existing
Automations can help you and your organization do more, automatically. You can use them to: Assign Work Do Work Automatically Integrate Servis.ai to other systems
Choice Lists help simplify the customization of your Servis.ai account by allowing you to create reusable sets of options. Once a Choice List is created,
This feature allows you to create custom user interface objects that you can then use within your dashboards, dashlets, workspaces, or even floating panels. Out-of-the-box
If you would like more information on building a document template please see the following article. User Permissions: Only Administrators and App Admins can use
Stay on top of key changes in your apps by creating custom Timeline events. These events let you log actions like record creation, updates, deletions,
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