- Release Notes
- Getting Started
- Permissions
- Starting as
- Admin Console
- Workspace
- Explore
- Share Idea or Automation
- Dashboards
- My Tasks
- Notifications
- Email Notifications
- Resources
- Process Mining Integration
- Studio Integration
- Task Capture Integration
- Automation Hub - Automation Cloud Integration
- Automation Store
- Additional Resources
Following
When accessing this page you can see all the ideas and automations that you marked as Following in a tabular view. For details on how to follow an idea/automation check the Idea Profile Page or Automation Profile Page.
The ideas are displayed in a tabular view where the following options are available:
- Search for a particular idea.
- Sort the type of ideas you want to view by applying the available filters.
- Show/Hide the columns from the list.
- Apply relevant filters for every column displayed.
System Admins, Program Managers, and Idea Approvers (for ideas) and Business Reviewers and Technical Reviews (for automations) can access a set of options available by clicking the three-dotted icon under the Actions column. These allow them to:
- Approve the idea/automation and sent it to the Assessment Phase.
- Reject the idea/automation so it will not be queued for implementation and change their status to Rejected.
- Put on Hold the idea/automation in order to gather more information or discuss it at a later time.
- View Automation Profile by opening the Idea Profile Page or Automation Profile Page. This page contains all the item details.
- Quick View the idea/automation description, and general information in a pop-up page.
- Archive the idea/automation. This signifies that the idea/automation will not be queued for implementation and will no longer appear on the Explore Ideas or Automations pages.
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Delete the idea/automation in order to remove all its details from the platform.
To see the complete list of actions, check the Automation Phase and Status page.
Check Column Information page to see more information about the available columns.