What are Workflow advanced notifications?

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2 comments

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    Camille Pagee

    Question: if a submission depends on more than one user to complete their stages before it is 'complete', where is the information in an incomplete record stored? E.g, if we have 2 stages, 'receiving' and 'packing', how can I check how many records are in the 'receiving' stage, if it is not complete until 'packed'? Are temporary or incomplete rows submitted to the Submissions database? And when they are complete, do they overwrite the incomplete ones or create a duplicate?

  • Avatar
    Sara Kaplow

    Hi Camille,

    You can look at where things are in workflows from the Workflow & Dispatch page on the web: 

    In the advanced notifications on mobile, you can see that in the Workflow tab: 


    If you want more of a dashboard (which would give you that count of how many are in each stage), you'll want to look at doing a Zapier integration, which you can learn more about here: https://help.gocanvas.com/hc/en-us/community/posts/360001848794-Would-LOVE-a-reporting-dashboard-per-app-with-charts-graphs-etc-.

    You can also now download this data from the Workflow & Dispatch page, and you'll get those incomplete Submissions as individual rows. Scroll all the way down the page and it'll be the box on your right to export the CSV. 

    Hope that helps!

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