Linking Related Workflow Requests

Workflow Manager 2014

Workflow Administrators can use the Related Workflows tab of the Workflow Progress page to link workflow requests together or to remove links. By linking related workflow requests to each other, you can track related requests by easily navigating to the Workflow Progress page of these related requests, performing searches, and producing reports that use this information.

Linking a New Workflow Request

To link a new workflow request, perform the following steps.

To link a new workflow request:

1. Open the Workflow Progress page of the request that you want to link other requests to.
2. Click the Related Workflows tab. The Related Workflows tab opens.
3. Click Add Related Workflows. The Related Workflows dialog box opens.
4. Select the requests that you want to link to the current request and click Add. The selected requests are then listed on the current request's Related Workflows tab.

Unlinking a Workflow Request

To unlink a related workflow request, perform the following steps.

To unlink a related workflow request:

1. Open the Workflow Progress page of the request that you want to unlink a workflow request from.
2. Click the Related Workflows tab. The Related Workflows tab opens.
3. Select the check box to the left of the workflow request(s) that you want to unlink.
4. Click the Delete Workflow Links button and agree to the confirmation message. The workflow requests you selected are unlinked from the current workflow, and automatically removed from the list on the Related Workflows tab.