question Re: tabular Guided Workflow interface! in Community Central forum

tabular Guided Workflow interface!

nicoleowens — Thu, 06 Mar 2025 14:30:06 GMT

How do i find it?

Re: tabular Guided Workflow interface!

Robbie — Thu, 06 Mar 2025 15:51:30 GMT

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.

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  Thanks, Robbie

Re: tabular Guided Workflow interface!

nicoleowens — Thu, 06 Mar 2025 21:35:33 GMT

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"?

Re: tabular Guided Workflow interface!

Robbie — Fri, 07 Mar 2025 17:23:25 GMT

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