Dashboard Portlet – ZoneApprovals Knowledge Base

SuiteApp Portlet

ZoneApprovals comes with two portlets that can be added to a dashboard. The portlets are interactive and will provide detailed information regarding the approvals. Both portlets are explained in this section.

Adding the Approvals SuiteApp Portlet

The ZoneApprovals portlet provides the user a quick overview of what is currently pending approval, overdue, or already approved. To add the SuiteApp portlet navigate to your dashboard and then click "Personalize" on the top right corner of your dashboard. Open the section named "SuiteApps" and select the option "Approvals"

Adding the Bulk Approvals SuiteApp Portlet

ZoneApprovals comes with a default portlet for bulk approvals which can be added to the dashboard. This portlet provides the user one general overview of all the transactions that are pending approval. Within this overview, the user can view all the transaction data and approve or reject transactions. More information regarding the bulk approval feature can be found on the page Bulk Approvals. To add the SuiteApp Portlet navigate to your dashboard and then click "Personalize" on the top right corner of your dashboard. Open the section named "SuiteApps" and select the option "Zone Bulk Approvals"

Configuration

The dashboard portlet can be customized in 2 ways. Both options are explained in this section.

Portlet Data Extension

The dashboard portlet will show by default only the data for an individual employee. If the employee has a manager role and should also monitor all the approvals, then 2 additional icons can be added to the portlet that identify the total number of pending approvals and the total number of approvals that are outside the approval threshold. To add these icons open the employee record and open the subtab approvals and see here the checkbox labeled “Approval Manager”.

Custom Saved Searches

The dashboard portlet can show up to 6 different icons and each icon will show a count of related transactions for that icon. Behind each icon the system uses a saved search to pull the icon count and allow the user to drill down to the related transaction data. The searches used are provided up on installation but can be customized if needed. To customize a saved search navigate in the menu to SETUP->COMPANY->GENERAL PREFERENCES subtab custom preferences. In this section a sub section named “ZoneApprovals” should be present where for each icon and entry option can be found.

To customize a saved search 2 entry options can be used. The first option is to click on the icon where the search results should be different and from here the search can be adjusted in any way needed and saved as a new search. The new internal id should be populated in the previously mentioned section. The second option uses the starting point from the general preferences. When as a user you would click on the field name a field level help will be displayed that provides the name of the used search. Copy that name in the global search and from there it will be possible to also customize the saved search.