Reports > Customize > Pod Workflows

You can use this area to manage workflows that appear in the Workflows pod. Specifically,
you can add new workflows, update workflows, and delete unneeded workflows,
as required.

Screen

Pod Workflows Screen

All Columns and Fields

The following table describes the information displayed when customizing pod workflows:

Column	Description
Workflow Name	The name of the workflow.
Description	A description of the workflow.
Document	The document associated with the workflow.
Status	The status of the workflow, from among the following: • Active • Inactive

How to…

This section describes how to customize the pod workflows.

Display the Pod Workflows

1. Click Reports > Customize > Pod Workflows.

2. (Optional) Type a value in the Search field and click to display matches in
a new search tab.

3. (Optional) Choose the status using the Status drop-down menu.

Add a Pod Workflow

1. Click the button. The New Workflow screen appears.

New Workflow Screen

2. Specify the general information.

a. Type the name of the workflow in the Workflow Name* field.
b. (Optional) Type a description of the workflow in the Description field.
c. Click the button next to the Document* field, select a document, and
click the button.
d. Type the label of the workflow in the Text Label* field.
e. (Optional) Choose the status of the workflow using the Status drop-down list.

3. Click the Define where the workflow will appear panel, and specify the workflow
placement by selecting the corresponding checkboxes.

4. Click the Select who will view the workflow panel, and uncheck the All Roles
checkbox to add or remove specific roles.

Click the  button, select the roles, and click the  button. Click
the Remove? link to remove a role from the list.

5. Click the button to save the workflow. Alternatively, click the 
button to clear your entries without saving.

Edit a Workflow

1. Click a workflow in the list. The Workflow Information pane opens displaying the
general information.

2. Click the appropriate panel heading, and modify the corresponding information,
as required.

3. Click the    button to save your changes. Alternatively, click the button to undo your changes.

Delete a Workflow

1. Click a message in the list. The Workflow Information pane opens displaying the
general information.

2. Click the  button, and choose Delete Workflow from the dropdown
menu. A confirmation dialog appears.

3. Click Yes to delete the workflow. Click No to dismiss the dialog without deleting
the workflow.