New workflow dashboard - features and general concepts

Modified on Mon, 21 Oct at 11:12 AM

The new workflows dashboard in AGIR has been completely revamped. With a more modern, intuitive, and organized design, the new interface offers a simplified experience that makes it easier to navigate through your processes.

Now, it’s even easier to find what you’re looking for, with redesigned menus and features aimed at improving usability and efficiency in your day-to-day tasks.

In this article, we will explore the main changes and how you can make the most of this new dashboard view, enabling faster and more practical management of your workflows.

If you haven’t activated the new workflow dashboard yet, check out this article: How to activate the new workflows dashboard?

New Workflows Dashboard

Menu burger, notifications, and user menu

These menus have already been explained in the article New dashboard - General features and concepts, feel free to check it out to learn more about these new features in the header.

Search

When using the search function in the workflow module, AGIR will search within this module only, going through all records of all existing workflows.

Workflows view

The workflow view has been simplified in the new dashboard. You can navigate between workflows, categories, and types of workflows/processes.

Workflows

Types of Processes

You can also search for a specific workflow, category, or type, depending on the selected tab.

Number of records per workflow

At the bottom of the page, you can access a chart showing the number of records per workflow.

Create a new workflow

If you have permission to start a workflow, you can do so by clicking the icon available within each workflow or in the bottom right corner of the page.