Tutorial
Filter lists and use Kanban
Open the relevant record list and choose filters for the values you want to review.
Before you start
Find your work, approvals, calendar and dashboards. Start here to understand the navigation, search, record lists and the difference between saving a draft and submitting a transaction.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Step-by-step instructions
- Open the relevant record list and choose filters for the values you want to review.
- Select a supported view from the view selector. For Kanban, use an available board and the configured grouping field.
- Open a card to review its record. Move cards only when the field and workflow permit editing.
- Reload the list and confirm the saved record status. A board column is not a substitute for a configured approval transition.
Check the result
Return to the saved record or relevant list and verify the intended values, links and status. Check the role-restricted portal or report when it is part of this task. A successful save, approval, submission and external payment are different events.
Troubleshooting
If status does not change, verify the grouping field, board columns, record write access and workflow transition. Read-only or submitted records cannot always be dragged between columns.
If the task is blocked, record the page name, operation, error text and time. Contact Support through an authorized channel. Remove passwords and unnecessary personal information from screenshots.