Working with the dashboard
The dashboard panel provides a set of dashboards. Each user has a set of personal dashboards that display the information relevant to them and help provide a global view of the application's activity.
The dashboard shows:
- Displays the actions that have been carried out in the system
- Displays a global view of application activity.
- Displays information based on the scheduled user search queries.
- Users work on the company's business process tasks (workflows).
The results listed in the dashboard boxes depend on the access level of each user.
The information is organized in several boxes:
| Box | Description |
|---|---|
|
Locked documents |
Displays a list of the documents currently locked by the user. |
|
Locked records |
Displays a list of the records currently locked by the user. |
|
Edited documents |
Displays a list of the documents currently checked out by the user. |
|
Last downloaded documents |
Displays a list of the last 20 documents downloaded by the user. |
|
Subscribed documents |
Lists document subscriptions by the user. |
|
Subscribed folders |
Lists folder subscriptions by the user. |
|
Subscribed emails |
Lists email subscriptions by the user. |
|
Emails |
Displays a list of the last 20 emails uploaded by the user. |
|
Attachments |
Displays a list of the last 20 documents attached to emails uploaded by the user. |
|
Last modified documents |
Displays a list of the last 20 documents modified by the user. |
|
Last created documents |
Displays a list of the last 20 documents created by the user. |
|
Last created folders |
Displays a list of the last 20 folders created by the user. |
|
Last created records |
Displays a list of the last 20 records created by the user. |
|
Last created documents |
Displays a list of the last 20 documents created. |
|
Last modified documents |
Displays a list of the last 20 documents modified. |
|
Last created folders |
Displays a list of the last 20 folders created. |
|
Last created records |
Displays a list of the last 20 records created. |
|
Each box indicates the number of new items pending to be viewed by the user. When a user clicks on a row, the application will automatically open the repository destination node. |
|
News
The News view displays information based on scheduled user search queries. Each query is shown in a separate box.
More information about registering "Users news" can be found at: Working with search.
Workflow
In the Workflow panel, the workflows being executed are shown. The Workflow panel is organized in two sections:
- Workflow lists.
- Workflow detail.
Workflow lists
In the Workflow lists panel, the workflows in execution are shown, organized in two boxes:
- Pending tasks.
- Unassigned pending tasks.
The workflows in the "Pending task" box have yet to be assigned to the logged-in user and are waiting for them.
The workflows in the "Unassigned pending task" box have not yet been assigned to a single user. There is a group of users who can auto-assign the workflow themselves (one of whom is the logged-in user). The workflow is waiting for this automatic assignment.
Workflow detail
In the Workflow detail panel the workflow details are shown. From this view, you can see low-level information such as "process instance", "process definition", or "data", and also go to the next workflow task by completing the workflow form.
To complete a workflow task:
- Click on a workflow in the Pending task box. The workflow form will be shown.
- Fill in the workflow form.
- Click on any of the available buttons to submit the values.
