Define Personal Defaults - the Workflow (3) Tab

You can use this tab to state whether you want to display an illustration of a workflow in the main window of IBM® Cognos Controller or whether you want the main window of Cognos Controller to be blank.

The workflow can be shown in two ways, either as large icons in an icon view or a tree structure of actions in an explorer view. Both of these options are displayed on the left side of the main window.

For more information, see User Defined Workflows.

Procedure

  1. On the Maintain menu, click User/Personal defaults. The Personal Defaults window opens.
  2. Open the Workflow tab and select the Use Dynamic Workflow check box if you want to display a workflow on the left hand side of the main window.
  3. In the Workflow Id text box, select the workflow you want to display.
  4. Select the type of workflow view you want to use:
    • Explorer View - displays the workflow in the same way as Microsoft Explorer
    • Icon View - displays the workflow as large icons
  5. Click Save. The selected workflow is displayed on the left hand side of the main window.

Results

  • There are six predefined workflows containing the most common tasks for each type of company. If you want to change these workflows you need to copy them and define a user defined workflow. Depending on your license you may not be able to see all six predefined workflows.
  • The user-defined workflows are defined in the Define Workflow Configuration function.