Add Additional Data to a View

Last Updated on:
January 31, 2025

Purpose

This guide outlines how to add additional data to a view. Additional Information related to Stages of the process, Tasks of the process, other records located in the same process or different process can all be added to a View.

Instructions

1. Click on Add/Remove Columns Icon to open the panel on the right side of the View.

2. Additional data is available by clicking on the arrow and expanding a desired section.

3. Click on the arrows to expand a section of data and select the checkbox to add the data to the View. 

4. If there is a record or process related to the expanded record, it can be further expanded by clicking on Show More. Depending on the connected data, the chosen record or process can be expanded further by clicking on arrows. Selecting the desired checkbox will add that data in the View.