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Record List Panel

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Description

This article describes the Record List Panel in the center of inFlow. The Record List Panel displays a list of records based on the selections made in the Menu Panel. The selections in the Meu Panel that determine which records are displayed in the Record List Panel are:

  1. The Workflow Type

    • If Applications is selected as the Workflow Type, only records related to applications will be visible.

    • If Partners is selected as the Workflow Type, only records related to active partners will be visible.

  2. List, Queue, Workflow

    • If a List item is selected, only records for that list will be displayed.

    • If a Queue item is selected, only records for that queue will be displayed.

    • If a Workflow item is selected, only records for that workflow will be displayed.


Partner Workflow Type

By default, the Partner Registration page opens in the Record List Panel when Partner is selected as the Workflow Type in the Menu Panel.

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To View a List of Partner Records

The list of records matching the selected list, queue, or workflow opens when you select an item.

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Applications Workflow Type

By default, the Create New Application page opens in the Record List Panel when Applications is selected as the Workflow Type in the Menu Panel.

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To View a List of Application Records

The list of records matching the selected list, queue, or workflow opens when you select an item.

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