Platform Features

• Utility Links
• Keyboard Shortcuts
• Screen Modifier
  • Layout Names:
  • Frequently Asked Questions about Screen Modifier
• List Views
  • Quick Filters in List Views
  • Limit User To Year
• Fiscal Period Control
• Approvals
  • Approvals System - Approval Definition Full Guide
  • Sample Approval Email Templates
  • Approvals FAQ
• Security & Permissions
  • Security System Overview
  • Security Profile
  • Field, Page, and List View Security
  • Record-Level Security (Dimensions and Filters)
  • Users and Login
  • Temporary Additional Permissions (Delegation)
• Entity Flows
  • Introduction to Entity Flows
  • Importing Data from Excel or Queries
  • EAGenerateEntityFromEntityAction
  • Entity Flow Examples
  • Entity Flow FAQ
• Reports
  • Jasper Reports Complete Guide for Nama ERP
  • Report Wizard Guide
  • ReportWizard User Documentation (Report Creation Tool)
  • Frequently Asked Questions About Report Design
  • Frequently Asked Questions About the Report Builder
• Business Intelligence
  • BI Module — Dashboards & Analytics
  • Nama ERP BI Module — Technical Reference
  • BI Reference — EnhancedMetricsCard (and legacy MetricsCards)
  • BI Reference — EnhancedTable
  • BI Reference — Wizard Mode
• Notifications
  • Nama ERP Notification System
  • WhatsApp Integration
  • Frequently Asked Questions: Notifications and Messages
• Virtual Entities — Reusable SQL Building Blocks for Reports & Dashboards
• Field Filter with Criteria
• Frequently Asked Questions about Field Filtering
• Modifying Translations in Nama ERP
• Criteria Based Validation
• Criteria from Text Parser (Text Criteria Guide)
• Scheduled Tasks (Task Scheduler)
• Fields and Entities Settings - Generic Reference Overrider User Guide