I'm trying to find the best to way organize our requests and am hitting roadblocks when accessing the WF guides.
Is there a way to add sections, much like the Open and Closed sections in the screen shot to help better organize the requests.
Example I want a sections for:
Thanks for your help
Topics help categorize Community content and increase your ability to discover relevant content.
I'm going to tag a few people who I know have discussed requests a bit on the community in the past. Maybe they have some ideas for you.
@Jill Ackerman‚ @Heather Kulbacki‚ do you guys have some suggestions for Jenny??
Thank you in advance!
Hi Jill, The Creative Requests and the Email Requests are separate forms. :-)
Can you direct me to the instructions on how to set up Categories?
Hi Jill, I circled back with my manager who built the request forms and she posed this question -- "The question is really about the “All Requests” tab and if we can have separate requests." -- Meaning, can we have separate request Categories.
what you are asking about is best addressed as one or more "custom tabs" which are dashboards with different reports for your different "sections". If you search on "custom tabs" in One, and have some good familiarity with dashboards and reports, then this should be fairly simple for you. Aside from that my only caveat is to make sure you exercise some good control with layout templates, and since you appear to still be in Classic, to test stringently between Classic and NWE.
Similar to Skye's answer, I would go with a report for each of your bullet points then create dashboards with the appropriate reports for the various groups who need those.
I agree with @Heather Kulbacki‚ , we did the same way for whole roadmap, in regard to handling of request. It works great.