Dashboard Settings

Dashboard Settings

The function lets you select the columns in the instance listing page that the participant can see when they log in to the platform for the first time. However, Participants can also change the Attributes that are displayed from their login ID on the platform. Delivery Status and Actions columns are bi-default selected for any Participant.

1. Click on the Dashboard Settings tab on the left side of your screen.
2. In the Display Name textbox, enter the name you want to set for dashboard column 1 for this workflow.

This name will be visible to the Participant user on the Workflow instance listing page.

3. select or deselect Attributes from the Dashboard columns 1 section. You can also visualize the preview under the Columns Preview section. Similarly, see the total number of attributes selected beside the Dashboard Columns 1.
4. Likewise, you can also incorporate these changes under the Dashboard Columns 2 section. Display Name and Columns Preview work like Dashboard Columns 1.

The Delivery Status and Action column will be fixed and visible to the user on all Dashboards.
Screenshot 2022-02-18 at 8.01.36 PM.png

Dashboard settings

Once selected, click on the Save button in the top right corner to activate this function.
You see a notification Workflow created successfully once the data is saved.

Workflow creation notification

If you get a notification, Your web browser may have encountered an issue. Please try again. on the bottom left of your screen, understand that the settings configuration and the business workflow are not created.
Try repeating the procedure to save the function and the Business Workflow.

Error notification

What's Next