The "My Items" view in Yeeflow is a centralized section designed to help users effortlessly manage and track their tasks and requests.
The "My Items" view in Yeeflow is a centralized section designed to help users effortlessly manage and track their tasks and requests. The "My Items" view is segmented into several categories to streamline your workflow:
Pending Tasks: These are tasks that require your attention and action.
Claim Tasks: These tasks are up for grabs. They aren't assigned to any specific individual but can be claimed by members with the right permissions. (Tips: After claiming it will directly jump to the task page and return to the claimed task list page after the approval is completed.)
Completed Tasks: As the name suggests, this section lists all tasks that you've completed.
My Request: This section contains all the requests that you've initiated or are involved in.
If you've been using Yeeflow, you might have wondered about customizing the columns displayed in the "My items" view.
Here are some insights and tips gathered from that conversation to help you make the most of this feature:
1. Understanding the Default View:
In the default setting, the "My items" view does not allow modifications to its columns. Therefore, if you're considering adding an extra column like "Customer", it's not directly possible.
2. Leveraging the Task Title:
While the columns themselves cannot be altered, there's a workaround to display specific information in this view. Yeeflow allows you to configure the content of the Task title with dynamic data values. So, if you wish to display customer information in this view, you can incorporate the customer info into the task title.
This configured task title will then appear in the second column of the view.
3. Differentiating Content for Each Workflow Task:
To provide a clearer understanding and categorization of each task, you can set separate task titles for each assignment task. This offers a structured view, making it easier to discern tasks and their specifics at a glance.
4. Setting a Custom Title for Submission Forms:
If your goal is to have a custom title for the submission form, which will appear as a "Request title" column in the "My request" list, you can achieve this easily.
From the Approval form designer, navigate to the publishing page by clicking the "Publish" button from the top-right, and there you'll find an option to set the value for the Request title.
You may change the values by adding custom text and dynamic variables. Then, from the My request view, you can see the Request title column with custom text:
5. Synchronizing Content across Forms:
For a consistent view of data across the submission form and all task forms of an approval process, refer to the variable of "Request title". By setting the task title of each workflow task to this variable, you ensure that the same content is displayed throughout the process.
In conclusion, while there are some constraints within Yeeflow, with a little ingenuity and understanding of the platform's capabilities, you can craft a well-structured and informative "My items" view. Always remember to explore the platform's features fully to find alternative solutions that fit your requirements.