The Inbox Page
The Inbox page is the place for assignees to see all entries that currently have workflow steps assigned to them.
When an assignee clicks on the row for an entry they will be taken to the entry details screen where they can complete their assigned step.
As of Gravity Flow 2.8, the Inbox page includes the following features:
Live Data Refresh
Assignees do not have to refresh the inbox manually, they can just leave the inbox page open and new entries will appear at the top of the list automatically. If you’re a workflow assignee and you’re working on other things while you’re waiting for tasks to arrive, you’ll notice the tab title changes with indicating the number of new tasks awaiting your input. e.g. “(1) your inbox page title”. If you’re not using a browser while waiting for your next task, and you don’t want to miss your next task, you can also enable browser notifications which will notify you regardless of the application you’re using.
Get notified about new tasks while you’re using other applications.
Sometimes you need more space on the page. Click the full-screen icon to open the inbox to fill the whole of the browser window.
Global Inbox Search
Filter entries by any text in the inbox.
Filter by Column Value or Date Range
Filter entries by any value in any column. Date fields support ranges. Combine two filters in the same column with AND / OR.
Sorting: Any Column or Multiple Columns
Click on the column title to sort all the entries in the inbox by that column. Shift + click to sort by multiple columns.
All entries in the inbox are displayed 20 per page with paging controls at the bottom of the table.
The columns can be reordered by dragging and dropping. Your preferences will be remembered the next time you load the page.
Quick Actions: New Design for Bulk Approvals
The quick actions have been redesigned for the new inbox and provide a way for assignees to bulk approve or reject directly from the inbox without having to open up the workflow detail page.