Workflow Manager 2014
The Issues tab displays a list of issues raised for this workflow request, and may also display extra fields allowing you to update, respond to or create a new issue. From this tab, you may:
| • | Respond to an issue—View, update or respond to an issue. See Responding to or Closing an Issue. |
| • | Attach file to an issue—Attach documents to support an issue. See File Upload Dialog Box. |
| • | Create an issue—Create a new issue. See Creating a New Issue. |
The Issues tab includes the following views:
| • | Issue List |
| • | Issue Details View: Existing Issue |
| • | Issue Details View: New Issue |
The Issues tab lists all issues associated with the selected application. Click an issue to display the Issue Details View, where you can view, respond, or close that issue. For each issue, the following information is provided. To sort this list, click on one of the column headings.
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Option |
Description |
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Issue Abstract |
A short description of the issue. |
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View/Respond |
Click to open the Issue Details view for the issue. |
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Attach File |
Click to access the File Upload Dialog Box, where you can upload a file to attach to this issue. The Uploaded File field of this listing lists the name of the most recently uploaded file associated with this issue. You can upload multiple files for an issue, but only the most recently uploaded file is listed in this column. To see a list of all uploaded files for this issue, click the Uploaded Files Tab. |
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Issue Type |
Identifies the type of issue as one of:
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Issue Date |
The date the issue was raised. |
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Created By |
The account name of the person who raised the issue. |
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Owner |
The person assigned to resolve this issue. |
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Issue Due Date |
The date that the person creating this issue wanted it resolved by. |
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Issue Message Text |
A more detailed description of the issue. |
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Issue Status |
Indicates the current state of the issue:
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Uploaded File |
The document or file most recently uploaded for this issue. You may click on the filename in this field to download the file. Note: If you have uploaded more than one file, the older ones can all be seen and downloaded on the Uploaded Files tab. |
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File Name |
Name of most recently uploaded file. |
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New Button |
Click to create a new issue in the Issue Details View. |
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Refresh Button |
Click to refresh the Issue List with the most recent information. |
Issue Details View: Existing Issue
When you click View/Respond on the Issues tab for an existing issue, the Issue Details view appears below the list, where you can view and respond to an issue (if it is not already Closed):
Note: For more information, see Responding to or Closing an Issue.
The Issue Details view for an existing issue includes the following information:
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Option |
Description |
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Issue Abstract |
Short description of issue that was entered by the person who created the issue. |
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Workflow Name |
Name of workflow associated with the issue. |
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Issue Type |
Indicates the type of issue, such as Email, Knowledge Base, or Critical. |
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Issue Date |
Date issue was created. |
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Issue Due Date |
Due date assigned to this issue when it was created. |
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Owner |
Name of the user assigned to this issue. |
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Created By |
Name of person who created this issue. |
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Status |
Indicates whether this issue is New (has not been responded to), Responded (issue has been responded to), or Closed. |
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Issue Message Text |
Issue content. |
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Respond button |
To respond to the message you are viewing, click Respond. A Response text box appears, where you can type in the text of your response. When you have finished, click Submit to post your response. As soon as the screen is refreshed, this response will appear in the Issue List. (Does not appear if you are viewing an issue with a Status of Closed.) |
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Close Issue button |
Click to change the status of this issue to Closed. |
When you click New on the Issues tab, the Issue Details view appears below the list, where you create a new issue.
The Issue Details view for a new issue contains the following information:
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Option |
Description |
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Enter the issue abstract |
Enter a short abstract of the issue to identify this issue in listings. |
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Issue text box |
Enter the text of this issue. |
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Specify one of the following issue types: Knowledge Base—Select if you want to post this issue on the Issues tab but do not want to send a notification email to anyone.
Email—Select Email if you want to send a notification email to all users with permission on this project.
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Issue Type (continued) |
Critical—Select Critical if you want to stop all work on this workflow request until the issue is resolved.
Open Critical issue present in Application. Also, the following note appears at the top of the Workflow Progress tab: The workflow is READ-ONLY because of Critical issues.
Note: Users assigned to roles with appropriate permissions can edit the names of the three types of Issues (Email, Critical, Knowledge Base), but cannot create any additional issue types. |
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Issue Due Date |
To assign a due date to this issue, click the calendar icon and select a date. |
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Owner |
[Administrator Only] To assign a user to this issue, click the Assign User button to open the Select User dialog box. Select a user as described in Searching for Accounts. |
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Create Button |
Click to create the issue. The issue is then listed on the Issues tab. |
See Also
Monitoring the Progress of a Workflow Request
Responding to or Closing an Issue
Workflow Manager 2014 Help LibrarySeptember 23, 2014 |
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