Save your preferred workflow settings on the "All Submissions" page
Compliance Admins can save their preferred settings on the "All Submissions" page. This functionality allows you to customize your dashboard view by saving filters, column settings, and view types. This article will guide you through the steps to utilize the saving feature, ensuring your dashboard is tailored to your workflow needs.
📄 Customize Your Page View
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On the "All Submissions" page of the Compliance Admin dashboard, you can:
- Select the page "View" you prefer:
- View As: Submission Type
- View As: Cases
- Customize submission or case filters based on their type and rearrange the columns.
- Select the page "View" you prefer:
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Here's an example of how you can customize the filters and columns:
💾 Save Your Customized Settings
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Once you have configured your preferred page view, click on the Save 💾 button:
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From the dropdown menu, select "Save Filter & Column Settings." This action will store your current filters and column settings, making them the default view every time you access the dashboard on the same device:
⚠️ Note: You have the option to save your preferences for either the "View As: Submission Type" or the "View As: Cases" option, but not both at the same time.
Saving preferences for one option will overwrite any previously saved preferences for the other. This design ensures a single, consistent default view.
⏪ Revert to Default Settings
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If you wish to return to the original page settings, click the Save 💾 button again:
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Choose "Revert to Default Settings" from the dropdown menu. This will reset the page to its initial configuration, removing any customizations you have made:
⚠️ Note: The preferences you save are device-specific and will only apply to the device you were using at the time of saving. For consistent settings across multiple devices, you will need to manually adjust and save preferences on each device separately.