Create an application dashboard to display data from the new Workflows tool on the application tab. This can help users see new workflow information alongside default workflow information when reviewing an application record.
Try a Slate example 💼
Copy this Suitcase ID and paste it in Database → Suitcase Import to import an example application dashboard:
b18f0053-b766-4779-a7ef-d415c5523a04:slate-jgrimmer-test⭐ Get Inspired
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What the dashboard displays
The example dashboard uses query exports as merge fields in a table. The top section displays default workflow information. The bottom section displays information from the new Workflows tool.
Review the dashboard setup
The dashboard layout is built with merge fields populated by the dashboard query. Review the imported dashboard and confirm that the labels, order, and workflow fields match your process.
Review the dashboard query
The query powering the dashboard exports the values used by the merge fields. Review the query after import and update joins, exports, and filters so they match the workflows in your database.
Implement the dashboard
Import the example through Suitcase.
Open the dashboard and review the displayed workflow fields.
Open the dashboard query and confirm that it returns the expected values for representative applications.
Update any workflow-specific filters or labels.
Preview the dashboard on multiple application records.
Connect the dashboard to the application tab when testing is complete.
⭐ Best practice
Keep dashboard queries focused. Display the workflow fields users need for review, and avoid adding exports that are not used in the dashboard.