Click the request number or the description in the requests list, or click in the request form left menu, to display the request information form.
Fields | Remarks |
Status label | Status of the request:
|
Parent request | Link that goes back to the parent request follow-up form (only available for sub-requests) |
Refresh | Click to update the page; this is useful when the process has some actions completed in background mode |
Help | Display the process help window, including a diagram of the workflow |
Graphical follow-up | Display the graphical follow-up of the request (only available for allowed participants) |
User access / Administrator access | Click to toggle between User access view and Administrator access view (if the user has supervisor rights to the request) |
Cancel request | Cancel the request (only available in Administrator access view) |
Delete request | Delete the request |
Requested on | Request launch date and name of requester |
Request data | List of request-associated data that have been defined as visible by the process designer |
File icon | The following file extensions are displayed with a specific icon: |
Time limit | Request deadline (if applicable) |
Comments panel |
Action lists include:
My actions to do
My team actions to do
List of actions to assign to a person
Other actions to be done by someone else
Columns | Remarks |
Name | Action icon and action name
By default, clicking the action name launches the action, but WorkflowGen can be configured in order to change this behavior and display the action information form instead of launching the action. |
Description | Action description |
Assigned to | Name of the user to whom the action has been assigned |
Time limit | Action deadline (if applicable) |
Help | Display the action help window, including a diagram of the workflow |
Columns | Remarks |
Name | Action icon and action name; click to display the action follow-up form |
Description | Action description |
Completed by... | Name of the user to whom the action has been assigned |
On the... | Date and time of the action completion |
View, refresh, and sort the comments list by date posted or author in ascending or descending order
Post a new comment
Delete an existing comment of which they are the author or administrator/supervisor
Subscribe to the comments list RSS feeds
The associated users of each process participant can have read, read/write, or no permissions given to them by the process administrator.
WorkflowGen Administrators, process administrators, and supervisors have read/write permissions by default.
Comments displayed in the Dashboard comments panel are read-only. To add a comment, click the request number above a comment, which will open the request or action information form with the comments panel expanded.
A process can be launched if its status is active. Only process managers, process supervisors, and WorkflowGen administrators can launch processes in test mode, and they can only launch those for which they are requesters. A process cannot start if its definition is invalid. A process can be started by any user associated with the requester participant.
An ongoing request can be cancelled by the requester if no action assigned to another user is running, or if the user is the process manager, process supervisor, or a WorkflowGen Administrator.
A request can only be deleted:
If it's in test mode,
By a user if the first open action is assigned to them,
By a WorkflowGen Administrator, or
By the process manager or supervisor if Allow process managers and supervisors to delete requests has been enabled in the Administration Module Configuration panel.
Click in the top right corner of the screen to open a slide-out panel that displays the list of comments on the request and lets you leave new comments
Click in the top right corner of the screen to open a slide-out panel where request participants can post free-form comments. Users can:
