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Personal Dashboard

You open your personal overview by clicking the linqi logo in the side navigation. The logo is located in the box above the navigation buttons. If there are open notifications, the logo shows the hint „There are notifications for you“.

The personal overview shows two columns at a glance:

  • Notifications Your notifications, e.g. when processes are modified or when new approvals are pending.
  • Approvals Approvals that can be answered directly from the personal overview.

Notifications​

Each notification shows the related process and a link that lets you open the process or process definition directly. The notification text varies depending on the event.

A notification that you have acknowledged in the personal overview is not sent by e-mail again.

Approvals​

The Approvals column shows approvals that you can answer directly from the personal overview. An approval shows the available options as links. Select an option to answer the approval. After the selection, the chosen result is displayed.

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If the approval has already been handled in the meantime, you receive a hint and should refresh the page.

Representative settings​

Click the button for representative settings () in the top right corner to create or delete representative regulations. Details on creating a regulation and on its fields are available in Representative regulations.

Notification settings​

Click the button for notification settings () in the top right corner. In the panel that opens you can configure the following:

  • Delivery channel Determines the channel through which notifications are delivered in addition to the display in the personal overview. The following options are available:
    • Show only in the application
    • E-mail
  • Delivery frequency Determines how often notifications are delivered together by e-mail. The following options are available:
    • Immediately
    • Daily
    • Weekly
  • Disable notifications from other people By default, other people are allowed to create notifications for you, e.g. to draw your attention to important changes. Toggle this switch to disable this feature for yourself.

Click the button Confirm to save the settings.

Manage notifications​

Click the button for manage notifications () in the top right corner. In the panel your subscriptions are grouped by object and sorted alphabetically by object name. Under each object the subscribed events are listed. Use the button Delete to remove a single event; a confirmation prompt is displayed.

You create new subscriptions in the place where the event is triggered:

  • In the open process via the button Manage notifications — the events Edited and Moved to next process step are available there.
  • In the process designer via the same button — the events Edited and Process published are additionally available there.

In the field Create for other person you determine for whom the notification is created. If you do not select a person, the notification is created for yourself.

Create private client​

If the button for create private client () is displayed in the top right corner, you are allowed to create a private client. After the confirmation you can create processes, dashboards etc. in this client yourself; you reach the respective designers via the side navigation.