What you see here is the log in page for RPI’s Yoga software. I’m going to log in with an account we have set up. This authenticates off of our internal perceptive content environment. And when I log in you will see a short loading screen. Yoga does cache a few things so that the user experience is very speedy and responsive once the user is in. And you’ll see that the first thing that loads up is the Yoga dashboard. This is a new feature that we’re very excited about. This is giving us a quick snapshot look at our workflow. And instead of going through an integration server to fetch data, this actually going directly to the database so that we can formulate this data however we want.
To walk through what is on the screen here. There’s a list of workflow queues. This is actually looking for documents in every queue inside of the whole process. It only lists queues though that have documents inside of them. So there are a number of empty queues that don’t have any documents. Next it lists the documents in the queue, the total number of documents, then the oldest document by created date. Then it provides a breakdown of those documents by day groupings. 0-5, 6-10, and 10+ days, and then the oldest invoice date in that queue since this is an accounts payable workflow. However, there are other columns we can add. Virtually any piece of metadata on the document could be added. For example, we have built this dashboard to also include a total of invoice amounts in the queue in the past. Next, the next great feature of this dashboard is that we can actually click on the queue detail or the number of day breakdowns to get that information.
So if I look at my AP detail entry queue and I click that it actually will pop up another window showing the information, the document detail information on the queue. Next, I can go to the day breakdowns here and click on that. Same thing for AP detail entry and see just those documents. When it gets to a large number of documents in a queue, this is gonna be very beneficial to be able to quickly see a snapshot of just the information you wanna see. Generally, the oldest documents in a queue. And this is not limited to any sort of view amount. View’s typically limited to 500 maybe as much as 2000 documents. This will actually pull back every single thing in a queue. Another great feature is that I can actually use the button up here, display all data, to see every single row of data that is going into this table. So if I click display data it will actually show me and this is paginated, which I can increase this but ten results per page show me every single thing inside of workflow that’s configured to show in this dashboard.
And even better, let’s say I wanna actually searc
