The Requests list displays a list of any workflows in
which you have one or more assignments. To display the requests
list, click the Requests icon.
The upper panel lists the request ID, the external system ID,
the current status, the date the request was received, and the name
of the requester (if the Requester field was defined in the
event listener).
Filters
You can narrow the list using the filters listed below.
Request ID: Enter the unique request ID number
for the workflow instance you want to display, and click
Find.
External system ID: Enter the unique external
system identifier for the workflow instance you want to display,
and click Find.
My open requests: View a list of any requests
assigned to you, which have not been marked as completed
My closed requests: View a list of any
requests assigned to you, which have been marked as completed
Requests by request date: Specify a date and
click Find to see any workflows with due dates scheduled for
that date.
Details and histories
The lower panel in the Requests list displays details for the
workflow selected in the upper panel. It also includes a set of six
tabs, each of which gives you additional insights into your
workflows from a system perspective. These additional views can
help you understand how well specific workflows are working in your
environment. You may also find it helpful in identifying
bottlenecks, scheduling conflicts, or other factors that can help
you to adapt your processes for increased efficiency.
To see details for any workflow listed in the upper panel, click
anywhere in the row for that workflow, then click one of the tabs
to access the additional options.
To do: lists any To do actions assigned to you
in that workflow instance, along with the action name and ID, the
date requested, reviewer, due date, and type of user. It also
includes buttons to enable you to complete the task.
Details: shows mapped fields from the event
listener used to initiate the workflow. {Internal} values
pertain to data gathered from Process Manager. It provides the
initiating workflow and ID, Request ID, and lists participants who
have approved, denied, acknowledged, responded, or added comments
at any point in the workflow process. The Workflow values
pertain to data gathered from external systems. Also included are
the external system ID, requester, and proposed request date, as
well as information for any category that has a field being used in
conjunction with the request. For this information to be displayed
on the Details tab, the Show value in Web application on details
tab option must be selected. For more information, see "Field details" in Process Manager
Help.
Requester: shows the requester name and e-mail
address, if specified in the event listener. For more information,
see "Field Mapping" in Process
Manager Help.
Action history: shows the status of the
selected action. Click the triangle icon to expand the list and to
show additional details including comments, reviewer, completed by,
acknowledged by, completion date, acknowledged date/time, and
reviewer type. Actions are listed in the order in which they occur
in the process.
Audit history: shows summary details for the
selected workflow instance. Click the plus sign to expand the list
and show additional detail for each action in the workflow, in the
order in which they occur in the workflow. Details include action
name,status information, last updated, and system and user-created
audit text.
Graphical history: click this tab to display a
graphical representation of the workflow. Green shading appears
behind any completed actions, indicating which actions have been
completed and which are pending. Hover and pause the mouse pointer
over actions in the workflow to see the date and time when each
action was run. You can also zoom in or out, or print a copy of the
workflow history. If you are the owner of the workflow or have
Manage rights, you can also cancel, pause, or resume the workflow
from its graphical history.