Managing workflows in a dashboard


The Dashboard Summary page gives an overview of the workflows added to the dashboard.

Depending on your user access, you can view various options and perform various actions in the workflow. 

The following figure illustrates a component of the Dashboard Summary page:

image2020-4-22_19-12-44.png


#

Components

Description

1

Remove icon

Click to remove the workflow from the dashboard.

2

Description icon

Click to view the description added to the workflow while creating it.

3

Workflow Alert Overview

Click this icon to view the Workflow Alert Overview page.This page gives you a birds' eye view of the report views within the Workflow along with their alert status.

image2020-4-2_17-8-49.png

For more information about alerts, see Viewing-alert-summary.

You can click a workflow chart on the Dashboard Summary to display the detailed workflow chart. 

image2020-4-22_19-15-16.png


The following table describes the components of the Dashboard Summary page:

#

Components

Description

1

Workflow Alert Overview icon

Click this icon to view the Workflow Alert Overview page.

2

Chart Options icon

Click to view the various options available for your chart.

3

Description icon

Click to view the description added to the workflow while creating it.



 

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