Setting workflow preferences

You can adjust what displays when Workflow A series of tasks generated based on an event or form submission., Tasks tab or Overview tab is selected.

1. From the Dashboard's left menu or the link at the top of the page, select Workflow.
2. Select the Preferences tab.
3. Adjust the following preferences, as desired.

   • Workflow Time Period: Set your default time filter on both the Overview and Tasks tabs. You can have all workflows display, which is the default. Or you can select a range from 30 days to one year.

   • Default entries to show in the grid: Set the default number of workflows or tasks you see per page on the Overview and Tasks page, and the number of items per page when you perform a search. If you are an administrator, this is also applied to all other workflow pages (such as the list of Workflow Definitions, Workflow Queues Queues identify tasks users can take ownership of, and which user(s) receive task-related emails. A workflow queue can be a single user or a group of users., and so on).

   • Initial filters to apply: Select a custom filter you have set up as the default filter. By default, these filters will be My Tasks and All Workflows/Unclaimed. To learn how to set up a custom filter, see Creating a custom filter.

   • Sync Workflows Automatically: Select the checkbox to update your Overview and Tasks pages the seconds you identify in the next field A field is a way to input information, often a question., without the need to manually refresh the page.

     • Number of seconds between page updates: Identify the number of sections to automatically update the Overview and Tasks pages.

   • View submitted forms in a floating window: Select the checkbox so that the form A form is a questionnaire to gather information. submitted by the third-party opens in a floating window. If left unselected, a form opens in a new tab.

   • Exclude Closed Workflows on Overview pages: Select the checkbox to prevent completed workflows from displaying on the Overviews tab or custom tabs you create from the Overview tab. If not selected, completed workflows load, which may affect performance.

4. Select Save.

Managing column order

You can control the columns that display on the Task Part of a workflow that itemizes certain work to be completed. tab and Workflow (Overview) tab.

1. From the Dashboard's left menu or the link at the top of the page, select Workflow.
2. Select the Preferences tab and scroll to the bottom.
3. Make any of the following updates then select Save.
   • Select Workflow Page Columns or Tasks Page Columns then select the columns to display on the Workflow (Overview) tab or Tasks tab.
   • Select Additional Field An additional field is a User Defined Field (UDF) filed used in a workflow. Columns (Affect Tasks and Workflow page). Select the following, as needed:
     • Additional Fields (n/n): Additional Fields are the fields on a task in a workflow. Select the fields that appears on a task (Additional Field) in any workflow to add as columns to both your Workflow (Overview) tab and Tasks tab. Additional fields are set by the Administrator. See Managing workflow additional fields.
       
     • Documents (n/n): Select the response to a document upload to add as a column to both your Workflow (Overview) tab and Tasks tab.
   • Select Form Question Columns (Affect Overview page). Select a form then the fields on the forms to display on your Workflow (Overview) tab. Form Questions are all fields from your forms. They can also be added as columns to your Workflow (Overview) tab. Because these are always workflow-level items, and not task-specific, they cannot be added to your Tasks page.