The permissions defining the access on a document is calculated after each action. When you adjust anything related to permission on a workflow (e.g. add/remove people in roles, grant/revoke permissions, etc.), you will need to do one of the following tasks to make have the document permissions up-to-date:
Triggering some action on a document to trigger the permission updating process for that document
Use "Recalculate permissions" option
To use "Recalculate permissions" option, take the following steps:
Rethink Workflow allows you to create easy-to-use forms to capture quality data from the end-users. The system also enables to create powerful flows to streamline your organization business processes. The last piece of this puzzle is reporting, which is a way for you to view, search, filter, and extract entered values from the system for your own purposes.
There are two types of report: overall report and workflow-specific report.
The overall report allows consolidating entered values in all workflows in one single user interface. There are many ways to get to this report from the overall dashboard:
1. Click on the application menu, then select Documents
2. Click on the notification icon (the bell icon on the top-right corner) and select ALL DOCUMENTS
3. Under your Inbox widget, select VIEW ALL
4. Under your Recent Documents widget, select VIEW ALL
Here is an overview of how the report interface looks like:
A workflow-specific report is having exactly the same features as in the overall report above, but for a particular workflow. From the workflow-specific dashboard, you can follow the same method 2, 3, 4 above to get to the report for this workflow.
To add a new filter, click on FILTERS button on the right-hand side. On the popup dialog, search and select the filters you would like to add. The predefined filters are in black color while the filters provided by form fields are in orange color.
The demonstration below shows how to add, use, and remove a filter.
To add a new column, click on COLUMNS button on the right-hand side. On the popup dialog, search and select the columns you would like to add. Similar to filters, predefined columns are in black and columns provided by form fields are in orange.
The video below demonstrates actions can be performed on columns.
Export data to CSV (Microsoft Excel readable) or JSON format
To export data from a report to CSV or JSON format, select EXPORT button on the right-hand side, and click on the desired format. Note that the data exported only include the columns you selected.
You can also save the report filters and columns for later retrieval. To save a report, click on SAVE AS button and provide the name and description on the popup dialog and click on SAVE. After that, you can click on the arrow next to the report name to switch between the report.
Rethink Workflow offers a quick glance at the usage statistics according to the subscription plan that your organization is in.
To view the usage statistics, as an administrator, click on the "hamburger menu", expand the "Settings" section, and click on "Subscription Plan"
Below the available subscription plans, you should see your organization usage statistics: