Viewing the most important information is useful for team members and managers. With Cflow, you can select one field from you form to be displayed in the notifications.
- Go to Workflow Setup -> Workflows.
- Select a workflow -> Advanced -> Workflow Properties -> Dashboard Key field.
- Select the field from the dropdown list of fields.
For example, In the Task Assignment Process workflow, select Priority as dashboard display field. This field is displayed in the notifications in the dashboard page when the request comes to you for approval. This helps you identify the priority of the task assigned by just looking at the notification.
