5.2 View Workflow
The View Workflow page facilitates you to view the list of workflows created in the system and perform various actions on a workflow.
By default, it displays all the records that exist in open or closed, and authorized or unauthorized status. However, you can search for records with specific search criteria. Each record displays the basic information of a workflow.
You can perform the following actions:
- Modify details of a workflow. However, only the maker can modify a workflow before the first authorization. Once the first authorization is done, the workflow can be modified by any other user.
- Authorize the workflows that are created, modified, closed, or reopened.
- Close an authorized workflow that you don’t want to use.
- Reopen a closed workflow.
- Delete a workflow that is not yet authorized upon creation. Only the maker of the workflow, can delete it. Once a workflow is authorized, you cannot delete it.
- View detailed information of a workflow in read-only mode. You can view the list of open tasks linked to the workflow. However, the open tasks details appear only after the tasks are created using Create Task page in which the workflow is mapped to the task.
Table 5-2 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:
|
Record Status | Displays the status of the record.
The possible options are:
|
The search section appears if you click . Using this section, you can quickly search for workflows based on the specified search criteria.
Table 5-3 Field Description: View Workflow - Search
Field Name | Description |
---|---|
Workflow Code | Indicates the workflow code. |
Workflow Description | Indicates the workflow description. |
Authorization Status | Indicates the authorization status of the workflow.
The options are:
|
Record Status | Indicates the status of the record.
The options are:
|