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Workflow Tab |
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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 Overdue
See all overdue 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
Opens a window displaying the workflow process and where in the process each workflow instance is. This allows the user to see where any bottle necks are. Hovering over the task displays further information. The numbers next to each task represent the number of instances either in an overdue state or experiencing an error.
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Note: Administrators can define how often these statistics are reset with the Workflow Statistics Cleanup setting, in the advanced settings of the Therefore™ Solution Designer. You may find this following these steps: Therefore™ Solution Designer > Right-click on the Therefore™ Node > Settings > Advanced > Workflow Statistics Cleanup. |
Open
Open the selected workflow instance for processing in the Therefore™ 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.
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Only users with Operator permission can clear errors. |
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 workflow instances.
Reroute to Active Version
Users assigned the Operator security permission are authorized to update the current workflow process to the active version.
