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, select Summary. 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.

Additionally, if a BP is designed with different workflows, it will display different End Step forms (Action or View) for each workflow.

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