My Workflows Toolbar
Overview
The following icons and screen elements appear in this toolbar; however, their availability is subject to change based on your current selections, view settings, security permissions, window type, and other factors.
Screen Elements
Initiate a Workflow
Initiates a new instance of a workflow based on your selection from a list of the available predefined workflow templates.
History
Enables you to view details for the selected instance of the workflow.
View Status
Enables you to view the workflow diagram where you can view the current approval stage, remaining tasks required before the workflow is approved, and other details for this instance of the workflow.
Columns
Enables you to select the columns you want to display in the current table. The columns you select determine what data are available in the table.
Group By
Arranges similar values in a table or list into groups based on a selected field.
Role list
A list of available workflow roles you can select to filter the My Workflows table. For example, choose Initiator to filter all the entries such that only the workflows initiated by the current user appear in the table. The default setting is All.
Status list
A list of available workflow status types you can select to filter the My Workflows table. For example, choose Approved to filter all the entries such that only the workflows that have been approved appear in the table. The default setting is In Progress.
Note: The Role and Status lists can be used together to filter the data in the table. For example, you can filter by the Reviewer role and the In Progress status to view all the current workflows awaiting reviewer input.
Last Published Wednesday, July 10, 2024