Difference between revisions of "Viewing previously completed workflows"
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{{Requirements|UserLevel=All users|Connectivity=Online}} | {{Requirements|UserLevel=All users|Connectivity=Online}} | ||
| − | This document describes how to view previously completed workflows | + | This document describes how to view previously completed workflows. |
==Background== | ==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 | + | 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. | ||
| − | |[[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 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 | + | |[[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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|class="StepNum" | 2. | |class="StepNum" | 2. | ||
|[[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). | |[[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). | ||
| − | {{Note| | + | {{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. | ||
| − | |[[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 field to get the compelete list of available workflow instances (Fig. 3). | + | |[[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). |
| + | |- | ||
| + | |class="StepNum" | 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. | ||
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==Related documents== | ==Related documents== | ||
| − | *[[Workflow overview]] | + | * [[Workflow overview]] |
| − | *[[Executing a workflow instance]] | + | * [[Executing a workflow instance]] |
| − | + | * [[Viewing previously completed workflows]] | |
==Functionality tested by== | ==Functionality tested by== | ||
* Dec. 31, 2013: Pascal Haegeli | * Dec. 31, 2013: Pascal Haegeli | ||
[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Workflows]][[Category:Version 3.4.0]] | [[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. | 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. | Scroll backwards and forwards through the available instances of the chosen workflow by selecting Previous and Next (Fig. 2).
| ||
| 3. | 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
