Where to find Workflow View Mode

To access Workflow View Mode, follow these steps:

Navigate to Configuration from the side navigation
Click

Understanding the Workflow Overview

The Workflow Overview allows you to gain a comprehensive view of how processes flow across different modules.

An image highlighting the modules which have workflow enabled and where they are connected via ‘Copy to Module’

The table below provides a quick overview of the Workflow Overview.

Action	Visual Guide
View As provides the ability to filter workflows by specific access rights or user groups, allowing for a more targeted view.
Modules provides the ability to filter workflows by specific modules for a more targeted view
Switch between Diagram View and List View
Preview Workflow opens a modal displaying a more detailed breakdown of Workflow Status View
Open Workflow navigates to view a more detailed breakdown within Workflow Status View
Actions menu with option to Open in Site Configuration allows for navigation to site configuration to directly configure any workflow adjustments.
View Access Rights displaying which access rights are involved in the workflow ensuring clarity on permissions
When two modules are connected by an arrow, it visually indicates where Copy to Module has been configured.
Auto Layout to automatically arrange workflow elements for a clear and organised display
Zoom controls allowing the ability to zoom in and zoom out
Fit to Page to adjust the workflow view to fit within the available screen space
Show Flow Map provides a visual representation of the entire workflow, enhancing navigation and clarity.
Lock Flow preventing any accidental modifications by locking the workflow structure in place

Understanding the Workflow Status View

The Workflow Status View allows you to easily visualise the entire configured workflow for a specific status field from start to finish.

An image highlighting the configured workflow associated with the status field in the Jobs module.

The table below provides a quick overview of the Workflow Status View.

Action	Visual Guide
View As provides the ability to filter workflows by specific access rights or user groups, allowing for a more targeted view.
The Workflow Info tab offers a high-level overview of the workflow configuration settings
View in Site Configuration allows for navigation to site configuration to directly configure any workflow adjustments.
Status Value displays information regarding a specific status within the workflow including linked transitions.
Transition highlights a configured workflow transition from the source status value to the target status value.
Access Rights Callout shows which access rights are involved in the workflow, ensuring clarity on permissions.
Actions Callout displays any configured actions connected to the specific workflow transition.
Notification Callout shows any notification rules that are linked to the specific workflow transition.
Copy to Module Callout highlighting where a workflow has been configured to copy item and file to another module.
Any Value option highlights where any workflow status value can transition to a specific target value.
Auto Layout to automatically arrange workflow elements for a clear and organised display
Zoom controls allowing the ability to zoom in and zoom out
Fit to Page to adjust the workflow view to fit within the available screen space
Show Flow Map provides a visual representation of the entire workflow, enhancing navigation and clarity.
Lock Flow preventing any accidental modifications by locking the workflow structure in place

August '20 (9.97.3) - Major Release

Breaking Changes

Improvements