Managing workflows in a dashboard

The Dashboard Summary page is 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. 

Related topic

Working-with-Smart-Dashboards

Viewing-an-alert-summary

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

image-2023-5-17_11-53-18.png

The following table describes the components of the Dashboard Summary page and the included workflows :

Purpose

Action

To see a workflow alert summary

Click on the alert icon on the top left of the dashboard.

The alert types are as follows:

  • image2021-10-12_14-8-51.pngSevere
  • image2021-10-12_14-9-29.pngError
  • image2021-10-12_14-10-20.pngWarning
  • image2022-12-13_10-10-38.pngGood

For more information, see Viewing-an-alert-summary.

To remove a workflow from the dashboard

Click image2022-12-12_14-12-55.png.

To view a workflow description

Clickimage2022-6-16_9-55-28.png.

To see an overview of the workflow alert 

Click image2022-6-16_9-57-54.pngto view the Workflow Alert Overview page. This page gives you a bird's 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-an-alert-summary.

To save the dashboard chart settings

Click Save Dashboard Chart Settings.   

When you use this option, the changes that you make and save are not visible to other users. 

To reset the workflow chart settings

Click Reset to Workflow Chart Settings.   

When you use this options, the settings are restored to what the Content Creator had originally set. It clears the changes that you made.

 

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