tabular Guided Workflow interface!

nicoleowens
Tera Expert

How do i find it?

2 ACCEPTED SOLUTIONS

Robbie
Kilo Patron
Kilo Patron

Hi @nicoleowens,

 

Can you expand a little on what you mean by 'tabular guided workflow' interface please?

Are you referring to Visual Task Boards by any chance (As a guess).

If this is correct (as per the below screen shots), you can simply right-click against any of the headers on a list view - eg Active Incidents and select the 'Show Visual Task Board' - (See below screen shot).

 

If this is way off, for the older and legacy Workflow editor, simply type 'Workflow editor' into the Navigation menu and select the link or for the new (not so new now), type 'Flow designer' into the Navigation menu and select the link to open the the flow designer window.

 

To help others (and for me to gain recognition for my efforts), please mark this response correct by clicking on Accept as Solution and/or Kudos.




Thanks, Robbie

 

Screenshot 2025-03-06 at 15.42.22.pngScreenshot 2025-03-06 at 15.43.16.png

View solution in original post

Hi @nicoleowens,

 

Got it, what the lab is referring to is the workflow and process you walk through when you create an indicator.

Type 'Indicator' into the Navigation menu as shown below and click on the 'Create new' under 'Performance Analytics > Indicators'. You'll then been guided through the workflow to create an indicator.

 

To help others (and for me to gain recognition for my efforts), please mark this response correct by clicking on Accept as Solution and/or Kudos.




Thanks, Robbie

 

Screenshot 2025-03-07 at 17.18.43.pngScreenshot 2025-03-07 at 17.18.24.png

View solution in original post

3 REPLIES 3

Robbie
Kilo Patron
Kilo Patron

Hi @nicoleowens,

 

Can you expand a little on what you mean by 'tabular guided workflow' interface please?

Are you referring to Visual Task Boards by any chance (As a guess).

If this is correct (as per the below screen shots), you can simply right-click against any of the headers on a list view - eg Active Incidents and select the 'Show Visual Task Board' - (See below screen shot).

 

If this is way off, for the older and legacy Workflow editor, simply type 'Workflow editor' into the Navigation menu and select the link or for the new (not so new now), type 'Flow designer' into the Navigation menu and select the link to open the the flow designer window.

 

To help others (and for me to gain recognition for my efforts), please mark this response correct by clicking on Accept as Solution and/or Kudos.




Thanks, Robbie

 

Screenshot 2025-03-06 at 15.42.22.pngScreenshot 2025-03-06 at 15.43.16.png

Hi,

Okay so I'm on my Performance Analytics On-demand course where I'm in this sector called Automated Indicators. There is a lab I am supposed to do that requires me to create a new indicator using the Guided Indicator Workflow. Where do i find this so called "Guided Indicator Workflow"? 

Hi @nicoleowens,

 

Got it, what the lab is referring to is the workflow and process you walk through when you create an indicator.

Type 'Indicator' into the Navigation menu as shown below and click on the 'Create new' under 'Performance Analytics > Indicators'. You'll then been guided through the workflow to create an indicator.

 

To help others (and for me to gain recognition for my efforts), please mark this response correct by clicking on Accept as Solution and/or Kudos.




Thanks, Robbie

 

Screenshot 2025-03-07 at 17.18.43.pngScreenshot 2025-03-07 at 17.18.24.png