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List of Pending Workflows by Process How To's

How to's for the List of Pending Workflows by Process guide.

Viewing the Process Detail Panel​

Steps:

  1. Open the Workflow Management panel.
  2. Click on the Pending Tasks tab.
  3. Select a workflow from the Pending Tasks Process List.
  4. The Process Detail Panel will display all tasks related to that process.

Finding Older Processes in the Process Detail Panel​

Steps:

  1. Open the Process Detail Panel.
  2. Use the date filter to adjust the time range.
  3. Expand the filters to include older workflows.
  4. Click Apply Filters to refresh the list with older tasks.

Filtering Processes in the "Process Detail Panel"​

Steps:

  1. Open the Process Detail Panel.
  2. Use the search bar at the top.
  3. Enter the process name, request number, or creator.
  4. Apply column-based filters for specific fields like status or request date.

Completing Tasks Using the Fast Approve Feature​

Steps:

  1. Open the Process Detail Panel.
  2. Hover over the first column of a task row.
  3. Click on the three dots (...) button that appears.
  4. Select Approve, Reject, or Sign to complete the task instantly.

Viewing Details of a Process in the Process Detail Panel​

Steps:

  1. Open the Process Detail Panel.
  2. Locate the workflow process you want to view.
  3. Click on the magnifying glass (view) icon next to the task.
  4. The process form will open, displaying all related information and actions.