Skip to main content

List of Pending Workflows by Process

The Process Detail Panel is a screen that lists pending approval workflows within a process. This screen allows users to view process details and review assigned tasks.

Process Detail Panel

Using the Process Detail Panel​

  1. Viewing Process Details:

    • When a process is selected from the Pending Tasks Process List, the related pending tasks appear in the Process Detail Panel.
    • This panel displays all pending tasks within the selected process.

    Process Detail List

  2. Table Features and Usage:

    • By default, the following columns are displayed:
      • Process Number
      • Request Number
      • Created By
      • Status
      • Request Date
    • The list is sorted in descending order by Request Date and grouped accordingly.

    Table Features

  3. Searching and Filtering Data:

    • A search bar allows users to search within all columns.
    • Column-based filtering enables users to refine results based on specific criteria.
    • Column Selector allows users to hide unnecessary columns or add additional ones.
    • Clear Filters resets any applied filters.

    Search and Filtering

  4. User-Specific Table Customizations:

    • Users can customize table settings through My Account → Table Settings.
    • To reset all customizations, the Reset All button can be used.

    Table Customization

  5. Opening a Workflow Form:

    • Clicking on the magnifying glass (view) icon in the list opens the corresponding workflow form in a new panel.

    Opening a Workflow Form

  6. Completing Workflow Tasks:

    • The opened Workflow Form contains action buttons based on the user's assigned role. Depending on permissions, users may edit or only view the form.
    • Users can proceed with tasks using buttons like Approve, Reject, Save, or Sign.
    • If Fast Approve is enabled, tasks can be completed without opening the form.
      • In workflows with Fast Approve, a three-dot (...) button appears when hovering over the first column.
      • Clicking this button displays available actions such as Approve, Reject, or Sign.

    Completing Workflow Tasks

Authorization and Usage Conditions​

  • Authorization: Users can only view processes assigned to them.
  • Filtering and Search: Workflows can be filtered based on date, user, or status.
  • Form Access: Only authorized workflows can be opened and processed.
  • Processes may contain different variables depending on configuration. Additional columns can be added using the Column Selector.
  • Filters applied remain active during the session and are saved per user.
  • Sorting and grouping in the table allow for structured viewing of tasks.

See Also​

FAQs​

How To's​