Loading...

Adding a Workflow to a Report

You can add a workflow to a table using the report builder. You can configure the workflow to start when users click a button or a link in the table.

Procedure

  1. Log on to the Web Console, and then go to Reports.

    The Reports page appears.

  2. From the navigation pane, go to Configuration > Reports.

    The Reports Configuration page appears.

  3. Beside Report Name, under Actions, click Edit.
  4. In a table, select the column where you want to configure a component that starts a workflow.
  5. On the right area of the page, on the Properties tab, click Fields .
  6. Beside Components, click Add Components .
  7. Configure a workflow component:

    Goal

    Steps to perform under Components

    Required?

    Configure a label for the component

    In the Title box, enter a label for the component that starts the workflow.

    Yes

    Configure the component to appear as a button or a link

    From the Type list, select Link or Button.

    Yes

    Configure the button or the link to run a workflow

    From the onClick list, select Run a workflow.

    Yes

    Select the workflow that runs when users click the button or the link

    From the Workflow list, select a workflow.

    Yes

    Configure the button to appear only when certain criteria are met

    1. From the Visible list, select Expression.

      The Visible Expression box appears.

    2. Enter some Javascript code to specify when the button appears.

    No

    Configure an image to appear for the button

    • From the Image Type list, select URL, and then in the Image Source box, enter the URL for the image.
    • From the Image Type list, select Custom, and then in the Image Source box, enter some code to display the image.

    No

    Configure a button to appear active when certain criteria are met

    In the Enable list, select Expression, and then in the Enable Expression box, enter some code.

    No

  8. Click Save.

Last modified: 9/9/2020 7:14:35 PM