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Creating / Editing Workflows
Creating / Editing Workflows
SLINKY avatar
Written by SLINKY
Updated over a week ago

If you would like to edit or create new workflows, navigate to Workflows on Your Hub.

To add a new layout, click the 'Add Layout' button at the top of the page.

Choose a name for your layout and pick the data filtering type. If you choose 'Current User Data Only', users will not be able to filter by user.

Now that we have made a layout, let's unlock the layout and add a new card.

Choose the datasource for your card and whether you want to count the colour flags or the number of records. You can also modify the background and text colour of the card by clicking 'Appearance'.

*Note that if you want to make colour flags in HubDash, you will first have to setup colours rules in the grid for your table.

Toggle on 'User Filtering' if you would like your card to filter records that relate to the current user.

After you click create, your new card should appear in your layout. Click on the top right of the card if you would like to edit it.

Once you have made a few cards, you can add a card 'From Library'. This can be used if you have a similar card already and you don't want to make a card from scratch.

Now select the card from the library and click 'Add'

This will add the library card to your layout.

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