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Show the work in Workforce

People use an application through its views. A view shows records from a data store as figures, tables and charts, in the Workforce sidebar beside the rest of their work.

What a view can show

  • Figures with their context, such as this month’s total against budget.
  • Tables of records, sorted, grouped and filtered.
  • Charts of figures over time.
  • Forms that collect an answer so the work can carry on.

Let people act on a row

Add a button to a table’s rows to start a workflow for that record, such as re-running a check or sending a deal for approval. Rows that wait on a decision can be answered from the view. See Make a decision a workflow asks for.

Publish a view

  1. Choose the data store the view reads.
  2. Choose its columns, filters and grouping.
  3. Choose the roles that can see it.
  4. Choose where it sits in the Workforce sidebar: its group and its position.
  5. Publish it.

People with those roles see the view in Workforce straight away. Everyone else doesn’t see it at all.

Using a view

In Workforce, open the view from the sidebar. Use the period control and filters like any other Workforce page. Select a record to see where its figures came from, including the run that produced them.