Workflows
The Workflows section in Document Details shows the workflow activity connected to the document. Each entry represents a workflow instance that has been initiated on the document. Users can also start new workflows directly from this section.
When a workflow is opened, the diagram automatically adjusts to fit the visible area, so the full workflow is visible without manually zooming or panning.
For more information on how workflows are configured, see the Workflows configuration section.
What users can do in Workflows
- View all workflow instances connected to the document
- Track when workflows were initiated and by whom
- Start a new ad hoc action request on the document
- Start a new workflow from a configured workflow template
Workflows section controls
| Control | Description |
|---|---|
| New Action Request | Opens a dialog to initiate a new ad hoc action request on the document. |
| New Template Workflow | Opens a dialog to start a workflow based on a pre-configured workflow template. |
| View | Toggles the display of workflow entries. |
| Toggle Density | Adjusts the row height of the workflow list. |
| Search | Filters the workflow list by a search term. |
Workflow activity register
The register lists all workflow instances connected to the document, with the following columns:
| Column | Description |
|---|---|
| Subject | The subject or name of the workflow instance. |
| Entry Date | The date and time the workflow was initiated. |
| Created By | The user who initiated the workflow. |
| Row Count | Shows the total number of workflow instances connected to the document. |