6.2 Process to View Workflow

This topic describes the information about Viewing List of Workflows.

User can view the list of workflows created in the system and search for a particular workflow.
To view the list of workflows:
  1. From Homescreen, click Collections. Under Collections, click Maintenance.
  2. Under Maintenance, click workflow. Under workflow, click View workflow.
    The View workflow screen is displayed.

    Figure 6-2 View workflow


    Description of Figure 6-2 follows
    Description of "Figure 6-2 View workflow"

    For more information on fields, refer to the field description table.

    Table 6-2 Field Description: View Workflow - Tile

    Field Name Description
    Workflow Code Displays the workflow code.
    Workflow Description Displays the description of the workflow.
    Authorization Status Displays the authorization status of the workflow.
    The possible options are:
    • Unauthorized
    • Authorized
    Record Status Displays the status of the record.
    The possible options are:
    • Open
    • Closed
  3. On the View workflow screen, click
    Search

    icon.
    The View workflow - Search screen is displayed.

    Figure 6-3 View workflow - Search


    Description of Figure 6-3 follows
    Description of "Figure 6-3 View workflow - Search"

  4. On the View workflow - Search screen, specify the Search Filter to fetch the required workflow.

    For more information on fields, refer to the field description table.

    Table 6-3 Field Description: View Workflow - Search

    Field Name Description
    Workflow Code Specify the workflow code.
    Workflow Description Specify the workflow description.
    Authorization Status Select the authorization status of the workflow.
    The options are:
    • Authorized: Select this option if user want to search for a workflow with Authorized status.
    • Unauthorized: Select this option if user want to search for a workflow with Unauthorized status.
    Record Status Select the status of the record.
    The options are:
    • Open: Select this option if user want to search for a workflow in Open status.
    • Closed: Select this option if user want to search for a workflow in Closed status.
  5. Click Search to display the required Workflow .
  6. On View Workflow screen, click icon to Unlock, Delete, Authorize or View the created product processor.
  7. Click Unlock to modify the created Workflow.
    The Create Workflow - Modify screen is displayed.

    Figure 6-4 Create Workflow - Modify


    Description of Figure 6-4 follows
    Description of "Figure 6-4 Create Workflow - Modify"

    For more information on fields, refer to the field description table.

    Table 6-4 Field Description: Create Workflow_Modify

    Field Name Description
    Basic Details This section is used to provide basic information of the workflow.
    Code Displays the unique identification code of the workflow.
    Description Displays the description of the workflow.
    Status Details This section is used to provide the status transition details of the task.
    S.No. Displays the serial number of the status transition record.
    Current Status Displays the current workflow status of the task.
    Next Status Displays the next workflow status to which the task should move.
    Type Displays how the status transition should happen.
    Active Toggle to indicate whether the status transition is active.
    Linked Tasks Displays the list of open tasks linked to the workflow.
  8. Click Save to update the modified fields.
  9. Click View to view the created Workflow code.
    The Create Workflow - View screen is displayed.

    Figure 6-5 Create Workflow - View


    Description of Figure 6-5 follows
    Description of "Figure 6-5 Create Workflow - View"

    For more information on fields, refer to the field description table.

    Table 6-5 Field Description: Create Workflow_View

    Field Name Description
    Basic Details This section is used to provide basic information of the workflow.
    Code Displays the unique identification code of the workflow.
    Description Displays the description of the workflow.
    Status Details This section is used to provide the status transition details of the task.
    S.No. Displays the serial number of the status transition record.
    Current Status Displays the current workflow status of the task.
    Next Status Displays the next workflow status to which the task should move.
    Type Displays how the status transition should happen.
    Active Toggle to indicate whether the status transition is active.
    Linked Tasks Displays the list of open tasks linked to the workflow.

Parent topic: Workflow