Configure the Inbox
As much as you design your workflow to suit your organization's processes, you should also develop your request Inbox to match your company's familiar terms and references. SOTI Snap allows you to control what the user sees when interacting with the Inbox Listing and the Inbox Detail Page. The following sections list the properties you can configure. For information about how to use the Inbox, see Manage the Inbox.
Inbox Listing
The Inbox Listing displays requests relevant to the approver, including pending, approved, rejected, or sent back requests. The following video shows how you can modify the properties of the Inbox Listing's visual elements to match your workflow.
The following table lists all the configurable properties for the Inbox Listing. Review updates on the Canvas as you make changes.
Group | Property | Description |
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General | Page Title | Set the page title for viewing the request list. Options
are:
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Display Text | This property is visible when you set Page Title to Custom name. Set a custom page title for viewing the request list. | |
Page Display Name | Accept the default or set a custom name for the Inbox page. | |
Field Settings | Select Form Fields To Display | Use the Add Fields button to select all, some, or no form fields to show in the request list. |
Filter & Sorting | Filter |
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Sorting |
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Inbox Detail Page
The Inbox Detail Page interacts with the details of a single request. The following video shows how you can modify the visible elements of the Inbox Detail Page to match your workflow by updating their properties.
The following table lists all the configurable properties for the Inbox Detail Page. Review updates on the Canvas as you make changes.
Group | Property | Description |
---|---|---|
General | Page Title | Set the page title for viewing the request details. Options
are:
|
Display Text | This property is visible when you set Page Title to Custom name. Set a custom page title for viewing the request details. | |
Workflow Key Label | Accept the default or set the label for the workflow record key. | |
'Submitted On' Label | Accept the default or set the label for the submission date. | |
'Submitted By' Label | Accept the default or set the label for the submitter's name. | |
Content Settings | Fields | Use the Select Form Fields To Display button to choose fields from your forms to include in the Inbox request details. Use the property handles to drag each field item into the desired order. |
Edit |
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Approve |
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Reject |
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Send Back |
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