Definitions:
Hierarchy - Hierarchy are the filters used within the business.
Attributes - Attributes are the distinctive features or characteristics that define a particular style, trend, or product that encompasses various elements.
Workflows - Workflows allow you to customize your team’s process, timeline, and tracking, add up to 30 'stages' and name these according to your process add date tracking, a completed/incomplete status, and a notes field.
How to set up Hierarchy & Attributes
Here are the steps to follow:
1. Go to Settings
2. Select hierarchy & attributes
3. Select the tab you wish to add on (hierarchy, attributes, workflow).
4. Click on the + icon to add New Item
5. Set a range of attribute type to set up from Single dropdown (filterable), Text, Number, Price for costing information, and File if you want to add attachments
6. Then add all of the options in your new item field and save
Tip: You can copy and paste a list of existing options if you have them saved already somewhere in Excel and pasted on the text column for quick setup like below:
How to Filter on Hierarchies
Once you have set up a Hierarchy, you can go to Add Filter
Click on the + icon and filter on the hierarchies that you added
You can also add the Hierarchies & Attributes you set up in Rollups rows
Work Flows
Adding a workflow filter is super easy, all you need to do is follow 4 quick steps below:
Note: Only users with Range Plan edit access can manage Workflows. If you don't have access please reach out to our in-app chat for further assistance.
Click on your Initials (top right corner) then click on Settings
Click on Hierarchy & Attributes (on left-hand side)
Click on Workflow
Click on "+" button to add a new Workflow filter
How to Report on Workflows Using the 'Add Metric Filter'
Once you've set up a workflow, you can go to the Add Metric Filter
Search for or Select your desired workflow. In this example, we will use 1st sample date
Select the desired value
You may select x to remove the filter or + to add another
You may use columns and rows to add more metrics
Got any questions? Feel free to reach out to our in-app chat for assistance! 🤩