Monitoring Workflow Process Instances
The Workflow Instance Monitor view allows you to monitor the progress and status of Workflow Process instances, step instances, and aggregate data.
If monitoring is turned on for a Workflow Process, then the Workflow Process instance remains in the Workflow Instance Monitor view after it finishes and Siebel CRM no longer displays it in the Workflow Instance Admin view. Siebel CRM might not display any records in the Step Instances or Aggregate Data views, depending on the monitoring level that is set for the Workflow Process you choose.
To monitor instances of a Workflow Process
Navigate to the Administration - Business Process screen, then the Workflow Instance Monitor view.
The Workflow Process list that appears displays the definitions of Workflow Processes (according to Name, Version, Business Object, Status, and so on) that have monitoring turned on. A monitoring level of 1, 2, 3, or 4 indicates that monitoring is turned on for a Workflow Process. For more information, see Setting the Monitoring Level Parameter.
In the Workflow Process list, query the Name field for the Workflow Process that you want.
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Monitor and review the progress and status information for the selected Workflow Process as required. The following table describes the view tabs and corresponding information available for a Workflow Process.
View Tab Description Process Instances
Displays the related log instances for the selected Workflow Process.
Step Instances
Displays the steps and process properties for the selected Workflow Process.
Aggregate Data
Displays aggregate data as a chart view for the selected Workflow Process.
For more information, see Removing a Workflow Process Instance from Workflow Instance Monitor.