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Topic starter
12/01/2023 9:36 am
Step 1: On the main navigation bar click on Library. (Refer to the image below).
Step 2: The library has three sections to choose from. They are -
- Reports
- Charts
- Workflow
Step 3: Click on “Workflows”. Under ‘My Workflow’, the user is able to perform different actions.
Step 4: Click on the schedule icon. A ‘Schedule’ pop-up appears. (Refer to the images below).
Step 5: Now, the user is able to add title and schedule options. The user needs to select category of display i.e., how the schedule is categorized. (Refer to the image below).
Step 6: Finally, a description for the workflow can be added by the user.
Step 7: Click on the save button.