Related Workflows Tab

Workflow Manager 2015

The Related Workflows tab lists all workflow requests associated with the current request. By linking related workflow requests together, you can easily track the progress of all associated requests, and may also produce reports displaying this information. Use this page to:

Review or update the properties of an associated workflow request
Associate a new workflow request with this current workflow request
Unlink a workflow request from the current workflow request.

Workflow Request Page (Administrator) / Related Workflows Tab

Workflow request associations are bidirectional - if you relate one workflow request to a second, the first workflow request appears in the Related Workflows tab of the second, and the second workflow request appears in the Related Workflows tab of the first.

The Related Workflows tab lists the following details about the associated workflows:

Related Workflows Tab 

Option

Description

Workflow Name

A short description of the associated workflow request.

Workflow number

A unique numerical identifier for the workflow.

Company name

The name of the company that the person who submitted this request belongs to.

Project name

The name of the project associated with this workflow request.

Status

Identifies the status of this workflow request, either Active or Inactive by default.

Project status

Identifies the status of the associated project, either Active or Inactive by default.

Workflow phase

The name of the currently active phase of the associated workflow request.

Related Workflows List

The Related Workflows list, which is opened by clicking Add Related Workflows on the Related Workflows tab of the Workflow Progress page, lists all requests and enables you to select those requests that you want to link to the current request.

Related Workflows Dialog Box

The current workflow request will not appear in this grid, nor will any of the other requests you have already linked to the current one.

Select the check box to the left of the workflow request(s) that you want to link, then click the Add button. The list will close, and the workflow request(s) you chose will automatically appear in the grid on the Related Workflows tab.

The grid on this dialog reveals the following information about workflow requests:

Related Workflows Dialog Box Properties

Property

Description

Workflow name

A short description of the associated workflow request.

Workflow number

A unique numerical identifier for the workflow.

Company name

The name of the company that the person who submitted this request belongs to.

Project name

The name of the project associated with this workflow request.

Workflow status

Identifies the status of this workflow request, either Active or Inactive by default.

Project status

Identifies the status of the project that this workflow request belongs to as either Active or Inactive.

Workflow phase

Lists the name of the active workflow phase for this request.

Site name

For deployment workflows, the site where this request is being deployed.

See Also