Display Related Documents within Mailbox Column View

  • 2
  • Idea
  • Updated 5 years ago
  • Under Consideration
  • (Edited)
Archived and Closed

This conversation is no longer open for comments or replies and is no longer visible to community members. The community moderator provided the following reason for archiving: Old

Is it possible to add a column to the INBOX folder page to display the purchase order number (so you do not have to go to RELATED DOCUMENTS to view it)? Since I only have one account that I work with, their name can be abbreviated if necessary.
Photo of Denise


  • 80 Points 75 badge 2x thumb

Posted 6 years ago

  • 2
Photo of Stephanie Conley

Stephanie Conley, Alum

  • 1,602 Points 1k badge 2x thumb
Hi Denise!

Thanks for the post! Unfortunately, adding columns to your WebForms account is not a capability of this product at this time. However, the ID column in your inbox is actually the column that displays Purchase Order numbers. Below I have included a snap shot of WebForms where you can find this.

Please let me know if you have any other questions! Have a great day!
Photo of Paul

Paul, Alum

  • 5,714 Points 5k badge 2x thumb
Hi Denise,

I like your idea of being able to modify columns within your WebForms account.  I can see where that would be very helpful.  I will pass this along to our WebForms product management team for further review.  Thanks for posting your idea!
Photo of James Stauffer

James Stauffer

  • 392 Points 250 badge 2x thumb
What columns would you like to add? From Preferences you can hide columns that aren't useful to you.
Photo of Catherine Williams

Catherine Williams

  • 82 Points 75 badge 2x thumb
This reply was created from a merged topic originally titled
Add PO to Draft columns.

It would be really helpful to have "PO" as a field in the Draft Folder so I can tell what PO it is without opening it. I'm having to use the labels field and I've got a really long list of labels now (even tho I delete them when the PO is complete).
Photo of Paul

Paul, Alum

  • 5,714 Points 5k badge 2x thumb
Hi Catherine,

Thank you for your idea!  I've merged this with an existing post about modifying the columns.  I will also pass this post along to our project management team.  I can absolutely understand where being able to see the order each document is related to would be helpful.
Photo of Lisa Sacquitne

Lisa Sacquitne

  • 2,358 Points 2k badge 2x thumb
Thank you for sharing this idea!  I can definitely see how it would be valuable to be able to reconcile related documents without having to click into each document and I can also see how using the label column for each individual PO would end up cluttering your label list history.

I'd be very interested to get any customer's input on the below questions!

Would you want to be able to see all documents related to the PO from the Inbox?
or Would showing the source document ID (PO# if off of the PO or in some cases the ASN# if an invoice off of an ASN) in the Drafts/Sent mailboxes meet your needs?
What would your workflow look like if this option was made available? 
How would it help you in your day-to-day document processing in WebForms?

This conversation is no longer open for comments or replies.