Chapter 5 - Dashboard and history
The Central Flows Dashboard is where users find their work: every task assigned to them, across all Central Flows templates, with search, filters and short notes. Inside each form, the approval history shows who did what and when. This chapter covers both.
5.1 Open the dashboard
The dashboard is the Central Flows Dashboard template uploaded in Chapter 1, section 1.7. Open it like any other form: on the FormsViewer page that lists your templates, select Central Flows Dashboard and click Open. In FormsDesigner the same list is under the menu icon > Manage Templates.
5.2 The three views
| Tab | Shows |
|---|---|
| My Tasks | The tasks currently assigned to you. This is the view that opens first. |
| My Forms | The forms you submitted. |
| Show All | All forms, for the people who administer them. |
Above the tabs, Start Date and End Date with Go limit the list to a period, and Dashboard Search finds tasks by any text in them (section 5.4).
The tasks are grouped by form type, for example Expense Report (3), with the number of tasks in parentheses. Click a group to expand it.
5.3 The task list
| Column | Contents |
|---|---|
| DocID | The document ID. Click it to open the form. |
| Form Name | The name of the form (the task name, Tasks_FormName; see Chapter 3, section 3.6) |
| Assigned To | The current assignee |
| Status | The current workflow step |
| Created Date, Modified Date | When the task was created and last changed |
| Due Date | The due date, if the step has Due Days |
| Modified By | Who changed the task last |
| Dashboard Notes | A short note on the task |
To add or change a note, click the edit icon at the right of the row, type the note (for example "Waiting for QA review"), and click the check mark to save it. The workflow task pane in the form also shows a Dashboard Note field.
5.4 Sort, filter and search
- Sort and filter a column: click its header and choose Ascending, Descending, or one of the filter values listed for that column (for example only Active in Status). Filters on several columns combine.
- Search: type any text that appears in the forms (part of a title, an ID, a description) in Dashboard Search and press Enter.
5.5 Working as a proxy
When someone has made you their proxy (Chapter 6, section 6.4), their tasks also appear in your My Tasks, and you can open their forms and click the workflow buttons for them. To look at one person's work only:
- Click the Proxy icon in the dashboard header. It appears only when you are someone's proxy.
- Select the person and click My Assignments (their tasks) or My Forms (the forms they submitted).
- Click the remove icon next to the Proxy icon to return to your own list.
A form opened as a proxy shows "YOU ARE IN PROXY MODE" in the task pane. The proxy relationship ends automatically on its Valid Until date.
5.6 Approval history
In a form, click the history icon in the footer. The history lists every workflow action on this form with:
| Column | Contents |
|---|---|
| User | Who clicked the button |
| Date Time | When |
| Step | The step the form was in |
| Button | The button that was clicked |
| Comment | The comment entered with the action, if any |
The same records are kept in DBXL (CentralFlowsHistory) and in the Central Flows database, so they can also be used for reports.
For help, active customers can use the Customer Support Portal. For anything else, use Contact Us or e-mail [email protected].