How can I share Sample reports using Distribution Groups in ForneyTools?

ForneyTools streamlines the process of sharing sample reports by allowing you to assign distribution groups at the project level. Here’s how you can share reports with your distribution groups throughout the project lifecycle.

Table of Contents

1. Assign a Project to a Distribution Group

   1. Assign a Distribution Group during Project Creation

   2. Edit a Project to Manage Its Distribution Group
2. Manage Distribution Group Status using Approval Workflow

   1. Manage Distribution Group Status when Submitting a Sample Report

   2. Manage Distribution Group Status when Approving a Sample Report

Assign a Project to a Distribution Group

Assign a Distribution Group during Project Creation

1. In the Add Project tool, select the "Report Distribution Group" dropdown menu to choose the group that will be notified when you submit or approve a sample report through the Approval workflow.
   
   
2. Finish filling out the rest of the project details and the project. The assigned distribution group will now be linked to the project.

Edit a Project to Manage Its Distribution Group

1. Navigate to the specific project you want to edit.
2. Select the Manage Project () button on your desired project.
   
3. From Manage Sample, you can add or remove a report distribution group. 
   
   
   
   
4. Confirm your changes by saving () the updated project settings.

Manage Distribution Group Status using Approval Workflow

Manage Distribution Group Status when Submitting a Sample Report

1. After selecting Sample for Approval Report submission, Select "Create" under Sample Report section. 
   
   
   
   
2. Select the Submit Button to manage the Project's Distribution Group status. 
   
   
3. You can review the Project's current Report Distribution Group (1), its Active Status (2), and View (3) the Distribution Group's current recipients. 
   
   
4. After pressing the Confirm button, the changes will be recorded during the Sample Report submission.
   
   
   
   
   

Manage Distribution Group Status when Approving a Sample Report

1. From  Approval Workflow select the report you would like to share as part of the approval process. 
2. Select the Approve Button to manage the Project's Distribution Group status. 
   
   
3. You can review the Project's current Report Distribution Group (1), its Active Status (2), and View (3) the Distribution Group's current recipients. 
   
   
4. The changes will be recorded after pressing the Confirm button during the Sample Report approval.