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Informational Workflows Currently Assigned to User How To's

How to's for the Informational Workflows Currently Assigned to User guide.

Filtering Processes in the "Information" Tab​

Steps:

  1. Open the Workflow Management panel and go to the Information Section.
  2. Click on the Information tab.
  3. Use the search bar to find a specific workflow.
  4. Apply filters such as date range, process name, or status to refine the results.

Viewing Past Information Processes​

Steps:

  1. Open the Workflow Management panel and go to the Information Section.
  2. Click on the Information tab.
  3. A list of processes where the user was added for informational purposes will be displayed.
  4. Click on any workflow to review its details.

Finding Older Information Processes​

Steps:

  1. Open the Workflow Management panel and go to the Information Section.
  2. Click on the Information tab.
  3. If the task is not visible, click on the date filter.
  4. Adjust the date range to expand the search.
  5. Click Apply Filters to refresh the list with older tasks.

Searching for a Specific Process in the "Information" Tab​

Steps:

  1. Open the Workflow Management panel and go to the Information Section.
  2. Click on the Information tab.
  3. Use the search bar to enter the process name or relevant keywords.
  4. The matching results will be displayed for selection.

Viewing Details of an Informational Process​

Steps:

  1. Open the Workflow Management panel and go to the Information Section.
  2. Click on the Information tab.
  3. Locate the workflow you want to review.
  4. Click on the task to view its process details and history.