Viewing a Summary of the Workflow
To help you verify the workflow, you can view it as a text summary in a table format if you prefer.
To view a summary of the workflow:
From the Workflow Designer window, click the Summary button. The Workflow Summary window opens, displaying all workflow steps, including sub-workflows, the forms attached to each step, as well as the links and conditions attached to the step. A blue circle appears next to any action name that is marked as a "resolving action." This format can help you verify the workflow against your outline.
The Workflow Summary window has the following columns:
- Step Name
- View Form
- Edit Form
- Action Name
- Record Status (after action)
- Event Notification (after action)
- Condition Name
- Next Step
Last Published Monday, June 3, 2024