For users with access to edit workflows, the Workflows Dashboard inside of a report provides a high-level overview of where the sections of your report stand and how much progress has been made. This allows you to easily track the progress of workflows for the entire report as needed throughout the report creation process.
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Workflow Dashboard Walkthrough
Step-by-Step Instructions
Navigate to the Dashboard and Review the Pie Chart
- Open the workflow dashboard from inside of a report by selecting the Workflow icon to the right of the Generate PDF icon.
- As you apply workflows to sections of the report, the pie chart will include data on how many sections the workflows have been applied and broken up by status.
- Note: You can hover over a section of the pie chart to highlight it.
- You can remove and include sections of the pie chart by clicking the Workflow and Status in the legend.
Filter and Search the Workflows Table
- Within the Workflow table, you can filter by each column (section, workflow or current step) by selecting the appropriate filter icon.
- Select the items you want to include and select Ok to filter.
- You can also Search for specific items within a column by typing in a value next to the magnifying glass or search the entire table in the Search bar in the upper right-hand corner.
Take Action from the Dashboard
- Select a Section of the report to navigate to that section in the Report Builder.
- Select a Workflow to view the Workflow Template that was created. Select the X to close and return to the table.
- Note: You cannot edit the workflow from this area. You must go to Workflows in Settings to make any adjustments to Workflows.
- Manage Workflows in bulk by selecting specific Report Sections and then the Assign Workflows or Move Workflow Steps button.
- Edit a specific workflow or change a specific step by selecting the pencil icons.
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