Customize the Workflow page

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: Quick Start Project link for steering committee members

   Allows steering committee members to skip the first two stages of workflow and start projects immediately from the Active stage.

   3: Filters

   Allows you to focus on a subset of ideas and projects based on a condition, such as region, location, or project status.

   4: 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.

   5: Column sets

   Determines the fields that are displayed for ideas and projects within each workflow stage.

4. When you finish your changes in the sandbox and you are satisfied with how they will be applied in the live site, select Publish Changes.

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.

By default, the Quick Start Project link is hidden on the Workflow page.

To show the Quick Start Project link so steering committee members can start projects from the Active stage, in Workflow Configuration, under Quick Start, select Turn on Quick Start for SC members.

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 create a new filter, select the edit button in the filters section.

To edit an existing filter, select the edit button next to the filter to edit.

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

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 an existing summary, select the edit button next tot he summary to edit.

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

Workflow consists of the following stages: Ideas, Hopper, Active, Paused, Canceled, and Completed. Each workflow stage has two column set views, a collapsed view and an expanded view.

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 , select the column set to edit, then complete any of the following tasks.

• Add or delete data fields in the column set.
• Change the order of the columns in the column set. Select the gripper and drag the data field up or down to change its location.
• Edit a specific data field in the column set. Select the edit button next to the data field to change its display name, tool tip text, or relevant formatting options.