Workflow Approvals Widget

The workflow approvals widget on the “My Dashboard” provides you with a single place for all workflow items requiring your attention.

At the top right of the Widget you will see   

Click on the cog to open the “My Workflow Approvals Settings” pane.

• Click the icon to expand to full screen.
• Select the workflow(s) you want to view.

• Its possible to filter by a particular workflow process to view approvals outstanding.
• Select the Additional Columns from the list or you can use the “Search” function.

Select the Status

Apply filters e.g. set the date(s) in “Do not show anything Approved before” and “Do not show anything Rejected before”

Click into the “Chart Type” field 

Select the chart type from the drop-down menu.

• Click SAVE to capture the content you want to display on the Widget.

When you expand the widget in the dashboard using the  icon, it opens the full screen which shows the summarised data of the individual entries.

To view and approve or reject a workflow item, click on the icon.  This opens the following pane:

Click APPROVE.  

This opens the following pane where you need to confirm or cancel the approval.

You can approve or reject multiple workflow items:

Check the boxes on the left hand side of the pane and click “Approve” or “Reject”.

This opens the following confirmation pane where you can continue or cancel.

You will be able to see the status of your entries in the widget table.

To sort the status of the workflow approvals you can click into the graphic.  In the following example we click on the green area of the donut.  This displays the five “Approved” entries in the table.