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Workflows

The Workflows section in Document Details lists all workflow instances that have been connected to this document.

Reviewing workflow history in Document Details

Workflow list

The register lists all workflow instances connected to the document, with the following columns:

Workflow list register in Document Details

Workflow list showing Subject, Entry Date, and Created By columns

ColumnDescription
SubjectThe name or subject of the workflow instance.
Entry DateThe date and time the workflow was initiated.
Created ByThe user who initiated the workflow.

List controls

ControlDescription
New Action RequestInitiates a new ad hoc action request on the document. See Completing Action Requests for details.
New Template WorkflowStarts a workflow based on a pre-configured template.
ViewToggles the display of workflow entries.
Toggle DensityAdjusts the row height of the workflow list.
SearchFilters the workflow list by search term.