Data Views: Data Card

Data Cards are collections of data points that provide details and collect information in a process template. A process template may include multiple data cards. Creating a library of data cards helps streamline the process of defining templates.

  • Cash Workflow provides default data cards for the activities, tasks, phases, and documents in a process template. Create custom data cards items not included in a default data card.

  • Default data cards display at the bottom of a process template after they are activated. Custom data cards appear next to the default data cards.

  • The Data Views grid includes a list of available data cards that have been activated. To open the Data Views grid page, select Manage and Data Views in the left pane.