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