The launchpad is personalized. You see content that is the most relevant to you.
The functions available to you depend on your license.
To open content you see in your Newsfeed, your list of Starred items, in Recent or in Diagrams, double-click it. Items you opened are listed in Recent.
When you click once, you see the preview panel for the item. If you only open the preview panel, the item is not listed in Recent.
Here you find widgets for investigations that are relevant to your workspace. Below the widget is the link to the investigation.
The items you opened last are shown as tiles. Click once on a tile to open.
The items you starred most recently are shown as tiles. Click once on a tile to open.
The following items can be starred:
- Dictionary items
- Dictionary categories
Here you see the dashboard, consisting of several widgets illustrating workspace activities.
You also find the Report Builder here.
Use the Report Builder to view the workspace data you're interested in.
You can download the data as a CSV file.
- Click Report Builder.
- Select the columns you need.
- Selected columns are shown in the Selected column preview.
Limit your search to one content type:
- Click All types.
- Select the content type you need.
- Enter your search terms
If you enter more than one search term, the results by default contain all search terms (AND). To also get results that contain one of the terms, add OR between search terms.
Also search in content
The standard search finds keywords in the title and the description. To find your search term in other areas, selectAlso search in content.
With Also search in content selected, the search term is found wherever it is used in user-created content, for example in task names or attributes.
The search in content also considers uploaded documents.
At the moment, Also search in content is limited to content created in Process Manager.
You are notified about new comments and about new revisions for diagrams you've commented on.
You can decide per diagram if you want to receive notifications and you can mark one or all notifications as read.
You can get to a diagram or the Comments panel by clicking a notification.
When you click Create, you see all content types you can create.
When you click a content type, the editor opens in a new browser tab. If available, you can also go to Workflow Accelerator or Process Intelligence.