Difference between revisions of "Viewing previously completed workflows"
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(Created page with "__NOTOC__ {{Requirements|UserLevel=All users|Connectivity=Online}} This document describes how to use a workflow in the infoex system. ==Background== A workflow links togeth...") |
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{{Requirements|UserLevel=All users|Connectivity=Online}} | {{Requirements|UserLevel=All users|Connectivity=Online}} | ||
| − | This document describes how to | + | 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. | + | 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== | ||
| + | {|class="TblSteps" | ||
| + | |- | ||
| + | |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 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). | ||
| + | |- | ||
| + | |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). | ||
| + | {{Note|If the {{ButtonGreyWhite|Previous}} or the {{ButtonGreyWhite|Next}} buttons are greyed out/disabled, there are no further records available in that direction.|NoteWithImage}} | ||
| + | |- | ||
| + | |class="StepNum" | 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. | ||
| + | |} | ||
| + | |||
| + | ==Related documents== | ||
| + | * [[Workflow overview]] | ||
| + | * [[Executing a workflow instance]] | ||
| + | * [[Viewing previously completed workflows]] | ||
| + | |||
| + | ==Functionality tested by== | ||
| + | * Dec. 31, 2013: Pascal Haegeli | ||
| + | [[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Workflows]][[Category:Version 3.4.0]] | ||
Latest revision as of 14:53, 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
