How can I configure a Dashboard that allows me to interact with my assignments?

charlesjohnson

I have a Flow which sends various assignments by email. I would like the recipients of the assignment to have the ability to complete them fully inside of a Decisions Dashboard. Is there a way to accomplish this?

Cody_Decisions

Hi there,

You can configure a Dashboard that allows you to interact with assignments by creating a Report that lists all Assignments found within the Assignment Inbox.

Upon enabling the Override Action Context property found under the Report’s Actions dropdown, the user will be able to Right Click to view the available actions associated with the listed Assignment. Ensure to set both the Action Context Type and Action Context ID Field as shown below:

Upon adding the Report within a Dashboard, the user will be able to interact with the specified Actions.

Hope this helps!