Trade Shield | Knowledge Centre
WORKFLOWS
How to Access the Action Center & View a Status Report on All Workflows
? 3 min read 5 steps
In this article
| 1. Navigate to Start a Workflow | 2. Select the Department Workflow |
| 3. Click the Trade Shield Logo (Top-Left) | 4. Open the Action Centre (or use direct link) |
| 5. Click Status Report & Download |
1
Navigate to Start a Workflow
Log in to Trade Shield. In the left-hand navigation panel, scroll to the FABRIC WORKFLOWS section and click Start Workflow.
TRADE SHIELD — START WORKFLOW
app.tradeshield.ai/fabric/workflows/start
T
TradeShield Demo
tradeshield-demo@inox...
⌂ Home
CUSTOMERS
? Customers
TASKS
☰ To Do
FABRIC WORKFLOWS
▶ Start Workflow
? Workflow Overview
PERFORMANCE
? KPIs & Trends
⚠ Risk View
? Delivery Export
START WORKFLOW
Select a workflow below to begin
Technology that enables the digitisation of the credit application & approval process.
Invoice
Basic Credit Application
This workflow is used for new credit applications.
Start →
Invoice
Cash Application
This workflow is used for cash applications.
Start →
Invoice
Credit Onboarding
A basic credit onboarding workflow.
Start →
ⓘ Tip: Start Workflow is found under FABRIC WORKFLOWS in the left sidebar — not under Customers or Performance.
↓
2
Click on the Department Workflow You Want to View
The workflow selection screen will appear. Click the Start button on the department workflow you wish to view the Action Center for.
TRADE SHIELD — SELECT A DEPARTMENT WORKFLOW
app.tradeshield.ai/fabric/workflows/start
⚙ ? □
T
TradeShield Demo
tradeshield-demo@inox...
⌂ Home
CUSTOMERS
? Customers
TASKS
☰ To Do
FABRIC WORKFLOWS
▶ Start Workflow
? Workflow Overview
PERFORMANCE
? KPIs & Trends
⚠ Risk View
? Delivery Export
START WORKFLOW
Select a workflow below to begin
Technology that enables the digitisation of the credit application & approval process.
All ▼
Search by title or description...
★ Show Favourites
Invoice
Basic Credit Application
This workflow is used for new credit applications.
? 47 minutes
Start →
Invoice
Cash Application
This workflow is used for cash applications.
? 40 minutes
Start →
Invoice
Credit Onboarding
A basic credit onboarding workflow.
? 47 minutes
Start →
↑ Click Start on your department's workflow
↓
3
Important: Do Not Search — Click the Trade Shield Logo in the Top-Left Corner
You will land on the Trade Shield entity search page. Do not type anything into the search box. Instead, click the Trade Shield logo in the top-left corner of the white navigation bar.
TRADE SHIELD — ENTITY SEARCH SCREEN
app.tradeshield.ai/search
TRADE SHIELD
Amy Price
▼
I am searching for a
Person
Company
In
South Africa▼
With name or registration number
⚠ Note: Do not type anything into the search box — this searches for a client entity. Click the Trade Shield logo in the top-left corner of the white nav bar instead.
↓
4
Click View Under the Action Center Tile
The Fabric home screen shows four tiles. Click VIEW under the Action Center tile. Or go directly: https://app.fabricworkflows.com/admin/action-centre
FABRIC — HOME SCREEN
fabric.tradeshield.ai/home
▶ Select Process
Kick off your configured workflows and automate the way your team works.
VIEW
✕ Action Center
Get an overview of all your workflows and take action where needed.
VIEW
↑ Click VIEW here
? Client Account Management
Manage clients, their workflows, roles, teams, departments, and workflow schedules.
VIEW
? Auxiliary Teams
Manage the teams that support Fabric clients and users.
VIEW
↓
5
Click Status Report in the Top-Right Corner
Once inside the Action Centre, click Status Report in the top-right corner. A modal will appear — select your Client Account, optionally enter a date range, then click Download.
FABRIC — ACTION CENTRE & STATUS REPORT MODAL
fabric.tradeshield.ai/action-centre
? Amy Price ▼
TRADE SHIELD
⎯
? Action Centre
⌂ Home
↓ Click here
Status Report
Overdue (918)
All Other (398)
Status Report
Client Account
Trade Shield (Pty) Ltd
▼
Enter application start date range
✕ Cancel
↓ Download
ⓘ Tip: Select your Client Account, optionally set a date range, then click Download to export the Status Report as an Excel (.xlsx) file.
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