Viewing a Summary of the Template

Workflow Manager 2019

The Workflow Summary page lists all workflow phases defined in a template. On this page:

Workflow phases are shown in the order they will appear to someone completing a workflow request.
Conditional branch points and merge points are also shown in different colors. A legend at the top of the page differentiates between the two conditions.

Tip • In a branch phase, the workflow proceeds along different paths depending on data provided by the workflow consumer. In a merge phase, the branches of a workflow merge back together.

You can click on the hyperlinked name of a branch point condition to jump to the corresponding workflow phase.

The Workflow Summary Report

Open the Workflow Summary window by hovering over the blue arrow next to the template’s name at the top of the Template Details page, and selecting Workflow Summary from the drop-down menu.

Selecting the View Workflow Summary Option

See Also