Add Item

Add the selected item to your favorites list.

 

Remove Item

Remove a selected item from the favorites list.

 

Move Up/Move Down

Change the order of items in the favorites list.

 

My Instances

Display all workflow instances assigned to the current user. A workflow process that is started is called an instance and contains  a unique and sequential number. A workflow process is started when a document (main document) is saved to the category associated with the workflow process.  In addition the current task, who it is assigned to, the due date for the task and instance, as well as a list of the category's index fields, are displayed.

 

All Instances

 

All Instances

See all workflow instances (for which permission is granted).

 

All Running

See all running workflow instances (for which permission is granted).

 

All Finished

See all finished workflow instances (for which permission is granted).

 

All Error

See all workflow instances in an error state (only available to users with Operator permission).

 

Configure Views

Users have the option of configuring workflow hit-lists. For example, if a user wants to remove some of the fields, change the order of the fields, or sort and/or group them. These settings are saved locally and per user, so they need to be set for each PC that the user works on.

 

Show Statistics

Shows the process statistics.

 

Open

Open the selected workflow instance for processing in the Thereforeâ„¢ Viewer.

 

History

View the workflow history for the selected workflow instance.

 

Delegate...

One or more instances can be selected and delegated. Note: Instances can only be delegated if both the user doing the delegating, and the one being delegated to, have the necessary permissions.

 

Clear Errors

Clear all workflow errors for the selected instances.

 

 

Claim

One or more instances can be selected and claimed from the group.  This instance will then no longer be visible to other group members.

 

Unclaim

One or more instances can be selected and unclaimed. This instance will again become available to the whole group.

 

Delete

One or more instances can be selected and deleted (only authorized users).

 

Reroute

Users assigned the Operator security permission are authorized to redirect active workfow instances.

 

Reroute to Active Version

Users assigned the Operator security permission are authorized to update the current workflow process to the active version.