FiscFlow contains additional functionality features that are not related to the typical workflow but are important to understand.
Announcements
An announcement appears on the Overview dashboard of most users. They are used to provide important information and can include attachments and rich text. When creating an announcement, it is important to specify which sites and/or roles will be able to see your announcement.
- If you have rights to create an announcement, navigate to
Announcement in the Work Items folder.
- Click the
New button.
- Enter the Title, Fiscal Year, Start On, and Description fields.
- If you want your announcement to end on a particular day, specify the End On date.
- If you want your announcement to include a Show Details button with some popup content, check off Show More.
- In the
Sites tab, click
Add and select the Sites that should be able to see this announcement. If there are no sites selected, ALL sites can see your announcement.
- In the
Roles tab, click
Add and select the workflow roles that apply to this announcement. Anyone with an Employee Assignment with that role will be able to see this announcement. If there are no roles selected, ALL roles can see your announcement.
- Under
Attachments, you can upload documents that you want to share as part of your announcement.
- If you checked off Show More on the first page, you will see a rich text editor under the
Popup Content tab. This content will appear in a pop-up window when the user clicks Show Details.
Working with List Views
FiscFlow lets you work with your information through list views. Sorting, filtering, and grouping your data make it easy to find what you need. You can also customize the grid columns to ensure you see the information you need.
Sorting
List views can be sorted by one or more columns by clicking on the column headers. If you want to sort by multiple columns, hold Shift on your keyboard as you click. You can click on a column multiple times to change the sorting direction (ascending vs descending). It is important to note that some columns such as PR # or PC # may look like numeric data but actually text. This means they will sort alphabetically and not numerically so 1, 10, 11, 12 will come before 2, 3, 4, etc. Columns that are numeric, such as hours or duration, will sort numerically as you would expect.
Filtering
Being able to filter is essential to finding the information you need. There are three ways to filter data in FiscFlow. The first is through the column filters. In the top right of each column is a filter icon. Clicking this icon will display a drop down of available data. You can check or uncheck relevant items and click Apply to filter the list down to items that contain that value. Column filtering can be done across multiple fields in the same view.
The second approach to filtering is through the Search action in the toolbar. This is a great way to find a value in any of the displayed columns. Simply enter text and press enter or click the magnifying glass next to the search text.
The third approach allows much more complex filtering. Use the filter editor button in the toolbar to bring up a criteria editor. Here you can select fields, nested fields, or even search nested collections associated to the record. In the example below, you can see a search for all Personnel Requisitions where they have at least one Employee Assignment with the Timekeeper workflow role.
This style of filtering also allows you to use a criteria language syntax to perform even more complex filtering. The above filter can be represented like this: [Assignments][Contains([Role.Name], 'Timekeeper')]
Grouping
When viewing data, it is often helpful to group information together. This can be done in some views where the group panel is visible. This is an area above the column headers. You can drag multiple columns into this area to group the data together. Each group will turn into a row that you can toggle. In the example below, we are grouping Personnel Requisitions by Fiscal Year and then by Classification.
Column Customization
Our list views allow you to hide and show columns using the Column Chooser button. When the column chooser appears, you can check or uncheck fields to show them in the list. Once you have the fields you want in place, you can reorder them with a simple drag and drop. You can also resize columns using your mouse.