---
title: "Application Dashboard with Workflow Data"
slug: "updated-application-dashboard-with-workflow-data"
status: "new"
updated: 2026-07-15T16:07:15Z
published: 2026-07-15T16:07:15Z
canonical: "knowledge.technolutions.net/updated-application-dashboard-with-workflow-data"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Application Dashboard with Workflow Data

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](https://knowledge.technolutions.net/docs/en/suitcase) ID and paste it in **Database → Suitcase Import** to import an example application dashboard:

```SuitcaseID
b18f0053-b766-4779-a7ef-d415c5523a04:slate-jgrimmer-test
```

> [!TIP]
> ⭐ Get Inspired
> 
> This article was adapted from [a post by Technolutions staff](https://community.technolutions.net/get-inspired/post/application-dashboard-with-new-workflows-information-fKD39bDzkAB9xJ2) in the Slate Community Forums' Get Inspired space. Have a great idea for a Get Inspired post? [Let us know](https://community.technolutions.net/get-inspired/new?post_type=gnHx7As1gZ8r6Ld)!

## 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.

![Application dashboard showing default workflow information and new Workflows information](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/01-cUEKU2B89GdrCuitQXdo0.webp)

## 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.

![Application dashboard editor showing workflow data merge fields in a table layout](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/02-xe8fUAUXDCTVBXAgt8dlh.webp)

![Dashboard source view with workflow merge fields arranged in a table](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/03-nhstUqL0mFv5UXjVuFYZO.webp)

## 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.

![Configurable Joins query exports used to populate the application dashboard workflow fields](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/04-b42CUhnBp1UZIY88lAxVG.webp)

## Implement the dashboard

1. Import the example through Suitcase.
2. Open the dashboard and review the displayed workflow fields.
3. Open the dashboard query and confirm that it returns the expected values for representative applications.
4. Update any workflow-specific filters or labels.
5. Preview the dashboard on multiple application records.
6. Connect the dashboard to the application tab when testing is complete.

> [!TIP]
> ⭐ 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.