Overview
The creator of a Smart Inbox can edit its properties like the order of the columns, the filters, or how pending tasks are sorted. Depending on whether the Smart Inbox is created from the admin menu, or as a non-administrator from the Work Portal, users can edit a Smart Inbox in two different ways.
Before You Start
You must have a Smart Inbox created. Refer to Create a Smart Inbox.
Remember that a Smart Inbox can be created by Administrators or Non-Administrator users. Depending on the role of who created the Smart Inbox, it can be edited from different places.
•Edit or delete the Smart Inbox if you created it as an administrator.
•Edit or delete the Smart Inbox if you created it as a non-administrator.
Editing or delete a Smart Inbox as an administrator
If the Smart Inbox was created as an administrator you must access the admin menu, click the Customization module, and then click the Smart Inbox option.
Click the hamburger menu next to the Smart Inbox you want to edit or delete.
If you want to edit it, Bizagi displays the configuration wizard, where you can change any property using the configuration tabs (Settings, & Processes, Column Options, Define Filters & Sort, Access).
Editing or deleting a Smart Inbox as a non-administrator User
When the Smart Inbox is created by a non-administrator user, the users can see a hamburger menu where they can edit the configuration of the Smart Inbox or delete it. This does not delete shared Smart Inboxes to other users.
Last Updated 1/6/2022 5:23:21 PM