This feature allows the user to configure Pivot Table processes for both P.O. and T.O. in their respective Your Profile section for logged-in user.

Menu Navigation: Your Profile > Personal / Company > Column Design > Pivot Options  
 

•Available Processes consist of all the processes from all the workflows added to a Company Relation by default.

•All the Selected Processes will be displayed in Pivot Table in the same order defined in Pivot Options.

•The admin user should configure Pivot Type for Active, Cancelled and Completed processes respectively using Pivot Type drop-down on Pivot Options in their respective Your Profile section.

•When the user selects Pivot Type as Active (Non Cancelled and Active Shipments which are in progress) then the Available Processes section will list down all the processes of added workflow to company relationship.

•When the user selects Pivot Type as Completed (Non Cancelled Shipments which are completed) then the Available Processes section will list down only such processes in which a response button is configured with Completed system function.

•When the user selects Pivot Type as Cancelled (Cancelled and inactive shipments) then the Available Processes section will list down only such processes in which a response button is configured with Cancelled system function.

•Selected Processes section will have check box for each process.

•By default, Show Empty Process check box and all the process in the Selected Processes section will be selected. 

•The user can deselect any of the Process(s) in the Selected Processes section so that such Process(s) will not be displayed in Pivot Table when there are no shipments in the process.

•Only Process Group will be available for selection for users. The users will not be able to select/deselect check boxes of member processes in a Process Group. 

Merge Processes in Pivot

As a part of Pivot View Configuration, the admin or user can group two or more processes into one process and view the grouped process in Pivot Table with expandable option.

•At least two processes should be in selected section for creating a Grouped Process.

•When the user clicks [Group] after selecting at least two processes in Available Columns section, the system displays Group Processes pop-up.

•The admin/ user can add, view or remove columns to the existing merged columns.

•After saving the Pivot Options screen, the selected Processes and Grouped Process would be displayed on a Pivot Table.

•All the Grouped Process names and individual process names will be displayed in bold font whereas the sub processes within grouped processes will be displayed in regular font.

•Only Process Group will be available for selection for users. The users will not be able to select/deselect check boxes of member processes in a Process Group.