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Started Workflows by User How To's

How to's for the Started Workflows by User guide.

Searching for a Specific Process in the "My Created Tasks" Tab​

Steps:

  1. Open the Workflow Management panel and go to the My Created Tasks tab.
  2. Use the search bar to enter the process name or relevant keywords.
  3. The matching results will be displayed for selection.

Finding Older Created Processes​

Steps:

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

Filtering Processes in the "My Created Tasks" Tab​

Steps:

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

Viewing My Created Tasks​

Steps:

  1. Open the Workflow Management panel.
  2. Click on the My Created Tasks tab.
  3. The list of workflows initiated by the user will be displayed.
  4. Click on any process to view its details, participants, and workflow history.

Viewing Details of a Created Process​

Steps:

  1. Open the Workflow Management panel and go to the My Created Tasks tab.
  2. Click on the process you want to review.
  3. The Process Details panel will display the workflow status, participants, and approvals.