Customize the Workflow page

From the sandbox, data architects can customize the information and appearance of the Workflow page by editing the call-to-action message, filters, summaries, and column sets.

Open workflow in the sandbox

  1. In the web app, select Design. If a sandbox is not available, then create one.
  2. In the sandbox, select Workflow.
  3. Under the Workflow Configuration section, view the editable workflow components.
    1: Call-to-action message
    Text to encourage users to submit ideas, make them aware of changes, provide instructions, and so on.
    2: Filters
    Allows you to focus on a subset of ideas and projects, based on a condition, such as region, location, or project status.
    3: Summaries
    Displays aggregate data from ideas and projects, such as the number of ideas submitted this year, the number of active projects, or the total number of completed projects.
    4: Column sets
    Determines the fields that are displayed for ideas and projects within each workflow stage.

Edit the call-to-action message

You can edit the call-to-action message to match the terminology, goals, and values of your organization. To edit the call-to-action message, select the edit button in the call-to-action section. In the Edit Call to Action dialog box, enter the title and text to display.

Edit filters to limit the scope of the report

You can edit filters to segment summarized data by region, location, belt level, and so on. For example, you might create filters to show only projects by department or savings by location.

To edit filters, select the edit button in the filters section.

Editing filters on the Workflow page is similar to editing filters for a dashboard report. For more information, go to Create filters.

Note

Workflow filters include three filters that you cannot edit or delete.

My Ideas and Projects
All ideas that you submitted and all projects that are assigned to you.
I'm a Reviewer
All ideas or projects that you are assigned to as a reviewer.
Ready for My Review
All ideas or projects that you are assigned to as a reviewer and are ready for your review.

Create and edit summaries for quick insight

You can create and edit summaries using graphs and tables to visualize the progress of the company's deployment. Summaries engage users by illustrating goals, targets, and trends at a glance.

To create a new summary, select Add New Summary. To edit a summary, select the edit button for the specific summary.

Creating and editing summaries on the Workflow page is similar to creating and editing summaries for a dashboard report. For more information, go to Create summaries.

Edit column sets to display project data at each stage

Workflow consists of four stages: Idea, Hopper, Active, and Completed. Each workflow stage has two column set views.

Collapsed View
The project data associated with the collapsed view of the workflow stage.
Expanded View
The project data associated with the expanded view of the workflow stage.

You can edit column sets to determine the project data to display at each stage. Usually, you want to display the data that users are required to complete before the project can move to the next stage. You can also edit data fields to display images, colors, or text, based on conditions you set in the project data editor.

To edit a column set, select the edit button , then select the column set to edit.

Editing column sets on the Workflow page is similar to editing column sets for a dashboard report. For more information, go to Create column sets.

Example of editing a column set to show a hidden data field

Show the data field, Risk, in the project details of the Hopper stage, then set conditions to color-code the risk values.

Note

To prevent this example from affecting the live site, discard any changes before you exit the sandbox.

  1. In the sandbox, select Workflow.
  2. In the stages section of the Workflow page, select Hopper, then select the edit button .
  3. Under Column Sets, select Hopper - Expanded View.
  4. Select Select a field, then choose Risk from the Project Summary category.
  5. Select the edit button for Risk.
  6. Under Image select an image for each risk value: red for High, yellow for Medium, and green for Low. Then, select OK.
  7. To change the order of the fields, select the gripper icon and drag the field up or down.
  8. Select Done.
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