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Displaying workflows in workplace

Answered Displaying workflows in workplace

  • Thursday, June 19, 2008 3:08 PM
     
     
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    How do I show the icon Workflows in my workplace? I have Duplicate Detection shown and can look at the results from there...

     

    I can see my Workflows in Settings, but do I need to go there everytime?
     

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  • Thursday, June 19, 2008 4:36 PM
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    open workflow entity and then mark it to display in workplace. you will get all workflows into workplace.

     

    Regards,

    Imran

     

     

     
  • Thursday, June 19, 2008 5:21 PM
     
     
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    Thanks for the reply. That worked for a new entity, but is not what I am trying to accomplish. I may not have described what I want correctly. I am trying to understand HOW to do these types of customization. Unfortunately, what I think they should be called and where I should find them, are not what the system thinks. I understand and am good at customizing forms, entities, etc. but being able to gain knowledge on other things is why I'm at the forum. I've just started workflows; understand the concept and now trying to implement (and retrieve) the information.

     

    I would like to put Workflows (as a sub-category) under My Work after Duplicate Detection. That sub-category would have all my workflows contained in it. Is this possible? Is there something to "turn on"? enable?

    My workplace has the following categories:

    1. My Work

    a. Activities

    b. Calendar

    c. Queues

    d. Articles

    e. Reports

    F. Announcements

    g. Imports

    h. Duplicate Detrection

    [i. Workflows - I want to add this]

    2. Customers

    a. Accounts

    b. Contacts

    3. Sales

    a. Marketing

    b. Leads

    c. Opportunities

    etc.

    4. Service

    a. Cases

    etc.

    5. Extensions

    a. Grooming Schools

    b. Lead Audits - added this based on Imran's response

    (I am only using numbers and alpha characters to delineate the structure)

     

    PS - I'm a creative type using the other side of my brain.