Get details about the newly designed LogicGate menu navigation
Note: Information in this article may be outdated. Please refer to relevant links for latest information.
You’ll now find the features you previously had in the side menu organized into core menu items along the top of the screen.
Quickly access features within each item by clicking the heading.
Note: We haven't removed any functionality with the new design - you'll still have access to all of the features you had before. User access will still be enforced the same way it is today. Only users with appropriate entitlements will see restricted menu items.
The side menu is now based on the specific core menu item that has been selected in the top menu. In the example below, the user has clicked on Reports in the top menu to reveal the Reports side menu.
Sections within the side menu can be expanded and collapsed by clicking the section heading.
The side menu can be entirely collapsed by clicking the toggle icon along the top. This will condense each section in the side menu into an icon that can be hovered over to display the menu text.
User profile information has moved to the top right bar and can be accessed by clicking the user icon.
Dashboard Reports Have Arrived
We are very excited to announce the release of dashboard reports in LogicGate. Build powerful visual reports and gain insights into your processes. Learn how to enable dashboards for your users and get tips on building your first one here.
To better support dashboard reporting, we’ve also revamped our navigation menu. The new design adds improvements to help you navigate LogicGate more easily.
Share Fields Across Processes
You can now create Global Fields, which can be used across any workflow in your environment. Global fields are useful for lists of shared items in your organization, like business units or locations.
Create Fields Based on Users
The new User field allows you to create a select list based on active users in your instance. User fields will enable future features like advanced assignment rules and additional notification options.
Adjust the Number of Records per Page
We’ve added the ability to adjust the number of records displayed in a section, giving you the option to view more rows of data at a time.