When a record is submitted in an application, it enters the workflow, and the platform creates a task for the user responsible for the next workflow step. To complete the task, the user navigates to the Tasks page, opens the task, reviews the record, performs the required action, and submits it. The workflow then advances to the next step, where the platform creates another task for the next user. This process continues until the workflow is completed.
Although this ensures that every workflow step is completed in sequence, users repeatedly navigate to the Tasks page to perform their actions. When processing a large number of records, this constant back-and-forth can slow down workflow processing.
Show Task Actions enables users to perform the available workflow actions directly from the corresponding record in a List View. By bringing workflow actions into the List View, users can review records and complete their tasks without repeatedly navigating to the Tasks page.
To display workflow task actions in a List View, enable Show Task Actions from the List View's Additional Settings:
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For Show Task Actions to work, the List View must be created using a Basic Data Source that includes the application's Data Table and the Tasks Table.
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When a workflow is created for an application, Quixy automatically creates a Tasks Table in the background. The selected Highlighted Fields are added to this table.
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The Tasks Table displays the selected Highlighted Fields along with the system fields such as Task Message, Status, Due By, App, and Workspace.
After enabling Show Task Actions and configuring the Data Source, perform workflow tasks directly from the List View by following these steps:
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Click Open Task to open the task details page if you want to review the task before performing a workflow action.