15.1.3.2 Retail & Business Workflow Management – View

Further drill down is provided on the each workflow to view the details of the users/ user groups who are the part of workflow.

To view the approval workflow for corporate users:

1. Navigate to one of the above paths.
   The Workflow Management screen appears.
2. In the Workflow Management screen, enter the party id in the In the Party Id field.
   OR

   In the Party Name field, enter the party name.

3. Click Search.
   The Workflow Management screen with both Party ID and Party Name appears.

   OR

   Click Clear to clear the search parameters.

   OR

   Click Cancel to cancel the transaction.

4. In the Workflow Management screen, enter the search parameters and click Search.
   The Workflow Management screen with search results appears based on the searched criteria.
5. Click the Workflow Code link to view details of the selected Approval Workflow.
   The Workflow Management - View screen appears.

   Figure 15-11 Workflow Management – View

   
   

   
   Description of "Figure 15-11 Workflow Management – View"

   
   

   Figure 15-12 Group Details

   
   

   
   Description of "Figure 15-12 Group Details"

   
   

   Table 15-8 Field Description

   Field Name	Description
   View
   Party ID	Party ID of which workflows to be viewed/ edited.
   Party Name	Party name of Party ID of which workflows to be viewed/ edited.
   Workflow Code	Workflow code is displayed.
   Workflow Description	Workflow description is displayed.
   Approval Details
   Approval Level	User / user group maintained at each approval level.
   User / User Group	User or a user group maintained at each level of approval. On Approval -Workflow screen, Admin User can click on the Name of the user group that is part of the workflow to see the list of users which are part of that Group User can search specific user name, by using the search window on Group Details overlay.

6. Click Edit to edit the workflow.
   The Workflow Management - Edit screen with values in editable form appears.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.