Workflow Manager 2019
The Work Assignment Listing page returns a list of workflow requests associated with your company or those companies which you administer. Open this page clicking Assign Work in the Workflows menu.
Use this page to drill through to the Assignment Details page for a specific workflow request, where you may assign a person to each role able to complete the workflow’s tasks. See Assigning Users to Workflow Requests for more information.
Work Assignment Listing Page
Use the Filter Assignments List to change what information is displayed on the Work Assignment Listing page. If the field is blank, all workflow requests are shown. The following options are available:
| • | Hide Completed Workflows—Lists only those workflow requests which are still in progress |
| • | Data Entry Phase—Lists only those workflow requests which are in the initial data collection step, visible when first submitting the request |
| • | Work Phase—Lists only those workflow requests which are in a standard work phase |
| • | Consumer Acceptance Phase—Lists only those workflow requests which only require consumer approval to be completed |
| • | Last Phase—Lists only those workflow requests where the consumer project has been completed, but the requests include a final administrative phase |
| • | Workflow Complete—Lists only those workflow requests which are completed |
| • | Merging Workflow Steps—Lists only those workflow requests which are in a phase that implements conditional branching. |
The Work Assignment Listing page contains the following workflow details.
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Property |
Description |
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Workflow Number |
A unique identifier for the workflow, consisting of a workflow request prefix (WF by default) and an integer. |
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Workflow Name |
A short description of the workflow request. |
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Status |
An indication of the assignment status for the request. Possible values are Yes (all tasks are assigned to people), Partial (some tasks are assigned to people) or No (no tasks are assigned to people). |
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Company Name |
The company that the person who submitted this request belongs to. |
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Project Name |
The name of the project this workflow is associated with. |
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Workflow Family |
The category that this workflow request belongs to. |
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Status Summary |
The status of the workflow, one of:
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Workflow Phase |
The name of the workflow request’s active workflow phase. |
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Workflow Step |
The name of the workflow request’s active workflow step. |
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Upload Date |
The date the workflow request was submitted. |
See Also
Assigning Users to Workflow Requests
Viewing All Workflow Request Assignments
Workflow Manager 2019 Help LibraryAugust 2019 |
Copyright Information | Flexera |