Creating Workflows based on Presenter Adaptive reports
Workflows can be created based on Presenter Adaptive reports where displayed data can be specified to the user initiating the workflow or the user viewing the report through the workflow. The different steps and participants in the workflow determine which information in the report should be displayed and editable.
In the Workflows module, click Create.
Select whether the workflow is User initiated or Admin initiated.
Click Edit
and add a name for the workflow.Click Save.
Click Presenter Adaptive and select the report.
Note
You can select a Presenter Adaptive report that connects to a Report Data Model.
Click Next.
Select the objects that you would like to be visible and/or editable when the user is taking action.
Click Next.
Select whether to explicitly select payees or select payees by restrictions.
Click Next.
Drag and drop data sources.
Click Next.
Set up any restrictions.
Click Next.
Select the payees that you want to have access to the workflow.
Click Create.
The Presenter Adaptive report is now accessible on Sales Portal.
Note
Changes made to the table within the report will be reflected in the table's history and audit log.
Setting editability and visibility controls for Workflows running on Presenter Adaptive
Select a workflow.
Click
Edit workflow.Select the workflow type.
Click on the Layout Restrictions tab and set the layout restrictions for the workflow.
Click Create.
You can also set different layout restrictions for each action node of the workflow.
Click on an action node.
Click on the Layout tab.
Set the visibility and editability for an object or group of objects.
Click Save.