Managing workflows in a dashboard
You can click a workflow on the Dashboard Summary page to display the detailed workflow chart.
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:
For more information, see Viewing-an-alert-summary. |
To remove a workflow from the dashboard | Click |
To view a workflow description | Click |
To see an overview of the workflow alert | Click
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 workflow owner and collaborators had originally set. It clears the changes that you made. |
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to 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.