Customizing overviews of Workflow and Requests

Save

Click this to save your settings and return to the Workflow or Requests overviews.

Note: Regardless of whether the Workflow (or Requests) overview was in a summary or list mode before you click  Customize, the overview will now be in a list mode after you save your settings. You can revert to the summary mode by selecting Summary in the Show option. As some of the Criteria fields are available only when the overview is in the list mode, you may not see all of the selection criteria you have selected in your customization. For more information on the selection criteria that are available only in the list mode, see the description of each criteria in this document.

Reset

Click this to reset the following to the default settings:

• The Selection criteria and Columns sections will be reset to the default settings of the Involvement type you are currently customizing.
• The Average unit in the Properties section is available only if the Involvement type you are currently customizing is Workflow. In this case, it will be reset to Days.
• The Refresh: Automatically option is shared across all Involvement types and will be cleared across all Involvement types.

Note: As described, the options are reset to the default settings but not saved. Make other relevant changes and click Save to make the changes effective.

Close

Click this to exit without saving any changes.

Selection criteria section

Select the relevant check boxes to enable the selection criteria for the Involvement type you are currently configuring.

The settings you select here will be saved differently for each Involvement type. For example, you have selected Account in the Selection criteria section when the Involvement type is Created. When you are viewing the overview where the Involvement type is Created, the selection criterion is displayed. However, the Account selection criterion is not displayed in the overview when the Involvement type is Person unless it is specifically configured for that Involvement type.

Category

This field allows you to list only requests in the selected request type category.

Note: This is selected by default. However, it will be available in the overview only if the Show mode is List.

Type

This field allows you to list only requests that are of the selected request type.

Note: This is selected by default. However, it will be available in the overview only if the Show mode is List.

Item

This field allows you to display only requests where the selected item is specified at the Item 1 field of the requests.

Note: This is selected by default.

Account

This field allows you to display only requests where the selected account is specified at the Account field of the requests.

Account: Filled

This field allows you to display requests where an account is specified at the Account field of the requests, regardless of the account.

Account: Type

This field allows you to display only requests where the accounts specified at the Account field of the requests are of the selected account type. For more information on account types, see Creating and modifying accounts.

Account: Division

This field allows you to display only requests where the accounts specified at the Account field of the requests are of the selected division type. 

Contact

This field allows you to display only requests where the selected contact person is specified at the Contact field of the requests.

Action

This field allows you to display workflow requests that require the selected action.

Note: This is selected by default. However, it is available only if the Involvement type you are customizing is Workflow.

Status

This field allows you to display requests that are in the selected status.

Note: This is selected by default. However, it is not available if the Involvement type you are customizing is Workflow.

Sort by

This field allows you to list the requests according to the selected sorting criteria. You can sort the list by up to two sorting levels.

Note: This is selected by default. However, it will be available in the overview only if the Show mode is List. You can also specify the first sorting level in the list by clicking  or  in the column header to sort the list in ascending or descending order respectively.

Group by

This field allows you to group the requests in the list according to the selected grouping. The grouped requests will then be sorted according to the two Sort by criteria.

Note: This will be available in the overview only if the Show mode is List.

Overdue

This field allows you to list only workflow requests that are overdue.

Note: This is available only if the Involvement type you are customizing is Workflow.

Unread

This field allows you to list only workflow requests that are marked as unread.

Note: This is available only if the Involvement type you are customizing is Workflow. In the list of workflow requests, the unread requests are also marked with bold letters for the text in the Type, Account, and ID columns. You can mark a read request as unread by opening the request and clicking Mark as unread.

Remarked requests

This field allows you to include and/or exclude workflow requests that are sent as remarks from the display.

Note: This is available only if the Involvement type you are customizing is Workflow.

Exclude: Type 1/2

There are two Exclude: Type selection criteria. These fields allow you to display only requests that are not of the selected request types.

Start date: Future <=

This field allows you to display workflow requests based on the Start date of the requests. You can type a positive or negative number of days according to the following:

• Specify a positive number to display requests that have started or will start within the number of days from the current date. For example, if the specified number of days is three, the requests that have started in the past or will start within three days from today will be displayed.
• Specify a negative number to display requests that have started prior to the specified number of days. For example, if the specified number of days is negative three, the requests that have started at least three days before the current date will be displayed.

Note: This is available only if the Involvement type you are customizing is Workflow.

End date: Future <=

This field allows you to display workflow requests based on the End date of the requests. You can type a positive or negative number of days according to the following:

• Specify a positive number to display requests that have ended or will end within the number of days from the current date. For example, if the specified number of days is three, the requests that have ended in the past or will end within three days from today will be displayed.
• Specify a negative number to display requests that have ended prior to the specified number of days. For example, if the specified number of days is negative three, the requests that have ended at least three days before today will be displayed.

Note: This is available only if the Involvement type you are customizing is Workflow.

Created

This field allows you to display requests based on the date the requests are created:

• Specify dates in both date fields to display requests created on or within the specified dates.
• Specify a date in the first date field and leave the second date field blank to display requests created on or after the specified date.
• Leave the first date field blank and specify a date in the second date field to display requests created on or before the specified date.

Note: This is not available if the Involvement type you are customizing is Workflow.

Project

This field allows you to display only requests where the selected project is specified at the Project field of the requests.

Exclude: Priority <

This field allows you to display only requests where the selected priority is equal to or higher than the priority specified at the Priority field of the requests.

Description

This field allows you to display workflow requests where any part of the description at the Description field of the requests matches the specified text.

Note: This is available only if the Involvement type you are customizing is Workflow.

Opportunity

This field allows you to display requests where the selected opportunity is specified at the Opportunity field of the requests.

Note: This is selected by default.

Sales cycle process related

This field allows you to display requests based on the involvement of the requests in sales cycle processes:

• All - This displays requests regardless of whether the requests are part of sales cycle processes or not.
• Yes - This displays only requests that are part of sales cycle processes.
• No - This displays only requests that are not part of sales cycle processes.

For more information on the sales cycle process, see Overview of sales cycles and Creating and maintaining sales cycles.

Follow-up date

This field allows you to display only requests where the selected follow-up date is specified at the Follow-up date field of the requests.

You can select a date range from which the system will automatically generate the exact follow-up dates for the selected period. Alternatively, you can define the first follow-up date field only to search for requests with the defined follow-up date and requests with follow-up dates thereafter. Otherwise, define the second follow-up date field only to search for requests with the defined follow-up date and requests with follow-up dates prior to the one defined.

For more information on how to add the Follow-up date field to a request type, see Creating and modifying request types - Fields tab and Creating and modifying requests. To customize the placement of the Follow-up date field in the requests, see Customizing request type fields – Follow-up date.

Stage

This field allows you to display only requests with the corresponding stage predefined at the Stage field of the requests. It contains predefined options, such as Prospecting, Qualification, Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal, and Negotiation. In order to select any of these options, you must first select the request type definition at Type under the Criteria section on this page.

For more information on how to configure the Stage field for a request type, see Creating and modifying request types - Fields tab and Creating and modifying requests. For more information on how to configure the predefined options for the Stage field, see Customizing request type fields – Stage.

Properties section

Average

Select the relevant option to display the average time a request has been in the workflow.

Note: The average day/time is displayed in the results section of the overview. This is available only if the Involvement type you are customizing is Workflow.

Refresh: Automatically

Select this to configure the overview to automatically refresh the results whenever a criterion is changed.

Columns section

The available columns are listed in a list on the left. The displayed columns in the results section of the overview for the Involvement type you are configuring are listed in a list on the right.

For the Involvement type you are currently configuring, select the columns on the left and click  to include these columns in the results section of the overview. To remove columns from the overview, select the columns on the right and click . Click the Up or Down buttons to move the displayed columns up or down the list. The columns in the results section of the overview will be arranged according to the order in the list with the column at the top as the leftmost column. However, when the Involvement type is Workflow, the columns in the results section will start with the row selection boxes.

The settings you select here will be saved differently for each Involvement type. For example, you have configured to display the Priority column when the Involvement type is Created. When you are viewing the overview where the Involvement type is Created, the column is displayed. However, the Priority column is not displayed in the overview when the Involvement type is Person unless it is specifically configured for that Involvement type.