Users with access to Workflows can apply a workflow to report sections either within a report's section options or directly on the Workflow Dashboard. Typically performed at the start of a report creation cycle or as needed, applying workflows enables efficient tracking and seamless collaboration across report sections.
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- Assign a Workflow on the Workflow Dashboard
- Assign a Workflow in the Report
- Frequently Asked Questions (FAQs)
Assign a Workflow on the Workflow Dashboard Walkthrough
Step-by-Step Instructions
Apply Workflows in Bulk
- From a Report, select the Workflow icon to access the Dashboard.
- You can apply a workflow to multiple sections in bulk. Select all sections by clicking the top box or manually select the sections below.
- Click Assign workflow
- Select the Workflow to apply.
- Click "Update All" to confirm the change.
Apply or Edit a Single Section
- To apply a workflow or edit a single section, select the pencil icon for that row and the workflow needed.
Apply a Workflow in the Report Walkthrough
Step-by-Step Instructions
- Within a report, apply a workflow to a specific section by clicking the section Options icon.
- Next, click Properties
- From the Workflow tab, click the Select workflow template field and select a Workflow to apply.
- Click Save when ready to apply.
Frequently Asked Questions (FAQs)
Q: How do I remove a workflow from a section?
A: Follow the same steps to apply a workflow and select No Workflow to remove it.
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