Difference between revisions of "Viewing previously completed workflows"

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{{Requirements|UserLevel=All users|Connectivity=Online}}
 
{{Requirements|UserLevel=All users|Connectivity=Online}}
  
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This document describes how to view previously completed workflows in the infoex system.
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This document describes how to view previously completed workflows.
  
 
==Background==
 
==Background==
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A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Previously completed workflows are stored on the infoEx server and may be retrieved for viewing as long as you are logged in to the infoEx application, have selected an operation (if you are enabled in more than one operation), and are connected online.
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A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Previously completed workflows are stored on the InfoEx server and may be retrieved for viewing when you are online.
  
 
==Step By Step Directions==
 
==Step By Step Directions==
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|class="StepNum" | 1.
 
|class="StepNum" | 1.
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|[[File:ViewPreviousWorkflow.png|300px|thumb|right|Fig. 1: Select 'View Historical' for the workflow you want to review]] Under the main menu item 'Workflow' select the workflow you want to review. Two options are automatically available; select 'View Historical' (Fig. 1). A summary of the most recent workflow submitted to the infoex server will automatically be loaded
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|[[File:ViewPreviousWorkflow.png|300px|thumb|right|Fig. 1: Select 'View Historical' for the workflow you want to review.]] Under the main menu item WORKFLOWS, select the workflow template you want to review and click on 'View Historical' (Fig. 1). A summary of the most recently submitted instance for the chosen workflow will automatically be loaded (Fig. 2).
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{{Note|Only workflows that were submitted to the infoEx server are available for retrieval. If you elected to {{ButtonBlue | Discard & Exit}} or {{ButtonBlue | Save & Exit}} on completion of the workflow it will not be stored on the infoex server, and cannot be retrieved.|NoteWithImage}}
 
 
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|class="StepNum" | 2.
 
|class="StepNum" | 2.
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|[[File:ScrollPreviousWorkflow.png|300px|thumb|right|Fig. 2: Scroll available workflows]] Scroll backwards and forwards through the available workflows by selecting {{ButtonBlue|Previous}} and {{ButtonBlue | Next}} (Fig. 2).
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|[[File:ScrollPreviousWorkflow.png|300px|thumb|right|Fig. 2: Scroll available workflows.]] Scroll backwards and forwards through the available instances of the chosen workflow by selecting {{ButtonBlue|Previous}} and {{ButtonBlue | Next}} (Fig. 2).
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{{Note| if the {{ButtonGreyWhite|Previous}} or the {{ButtonGreyWhite|Next}} button is greyed out there are no further records in that direction.|NoteWithImage}}
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{{Note|If the {{ButtonGreyWhite|Previous}} or the {{ButtonGreyWhite|Next}} buttons are greyed out/disabled, there are no further records available in that direction.|NoteWithImage}}
 
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|class="StepNum" | 3.
 
|class="StepNum" | 3.
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|[[File:SelectDateWorkflow.png|300px|thumb|right|Fig. 3: Select workflow date from list]]To retrieve a workflow submitted on a specific date click the date drop down icon on the right edge of the date box. (Fig. 3)
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|[[File:SelectDateWorkflow.png|300px|thumb|right|Fig. 3: Select workflow date from list.]] To retrieve a workflow instance submitted on a specific date click the date field to get the compelete list of available workflow instances (Fig. 3).
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|class="StepNum" | 4.
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|You can generate or email (to the email list designated in the workflow definition) a pdf view of the workflow summary. Any single step can also be generated or emailed as a pdf.
 
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==Related documents==
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* [[Workflow overview]]
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* [[Executing a workflow instance]]
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* [[Viewing previously completed workflows]]
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==Functionality tested by==
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* Dec. 31, 2013: Pascal Haegeli
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Workflows]][[Category:Version 3.4.0]]

Latest revision as of 13:53, 27 May 2019

REQUIREMENTS
Permission All users
Connectivity Online

This document describes how to view previously completed workflows.

Background

A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Previously completed workflows are stored on the InfoEx server and may be retrieved for viewing when you are online.

Step By Step Directions

1.
Fig. 1: Select 'View Historical' for the workflow you want to review.
Under the main menu item WORKFLOWS, select the workflow template you want to review and click on 'View Historical' (Fig. 1). A summary of the most recently submitted instance for the chosen workflow will automatically be loaded (Fig. 2).
2.
Fig. 2: Scroll available workflows.
Scroll backwards and forwards through the available instances of the chosen workflow by selecting Previous and Next (Fig. 2).
NOTE If the Previous or the Next buttons are greyed out/disabled, there are no further records available in that direction.
3.
Fig. 3: Select workflow date from list.
To retrieve a workflow instance submitted on a specific date click the date field to get the compelete list of available workflow instances (Fig. 3).
4. You can generate or email (to the email list designated in the workflow definition) a pdf view of the workflow summary. Any single step can also be generated or emailed as a pdf.

Related documents

Functionality tested by

  • Dec. 31, 2013: Pascal Haegeli
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