Viewing workflows

This topic includes two procedures: one for viewing all workflows and one for viewing only the workflows you own.

To view all workflows:

  1. Select Tools>Workflow>Workflow Reporting.

    Webtop displays the workflows that you are supervising and performing. To filter the list, select the appropriate filter in the upper right corner of the page.

  2. To configure what is displayed in the list of workflows, click Edit Workflow Report.

    You can choose to display:

    • Only those workflows that have overdue tasks

    • Workflows supervised and performed by a specific user

    • Workflows routing a specific document

    • Workflows started from specific workflow template

    • All workflows

  3. To view a specific workflow:

    1. Select a workflow.

    2. Select Tools>Workflow>View Details>Map.

  4. To view a workflow’s details:

    1. Select Tools>Workflow>View Details>Summary.

    2. Workflow details display information about tasks and attached files. To select what information is displayed, select a filter in the list on the right side of the page. Filters enable you to refine the information and get broader or more granular levels of detail.

To view the workflows you own:

  1. Do one of the following, depending on the options available:

    • Click the Inbox tab. Click My Workflows.

    • Select Tools>Workflow>My Workflows.

  2. To view a specific workflow:

    1. Select the workflow.

    2. Select File>View.