--- title: "Workflow View Mode" slug: "workflow-view-mode" updated: 2026-05-27T07:36:14Z published: 2026-05-27T07:36:14Z canonical: "documentation.encodify.com/workflow-view-mode" --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.encodify.com/llms.txt > Use this file to discover all available pages before exploring further. # Workflow View Mode ## Where to find Workflow View Mode --- To access Workflow View Mode, follow these steps: 1. Navigate to ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 15.15.03.png) **Configuration**from the side navigation 2. Click ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image-1742915841960.png) ## Understanding the Workflow Overview --- The **Workflow Overview** allows you to gain a comprehensive view of how processes flow across different modules. You can view the Overview screen in either Diagram or List view. ![Workflow diagram showing various project statuses and transitions between different tasks.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Workflow Diagram with search.png) An image highlighting the modules which have workflow enabled and where they are connected via ‘Copy to Module’ (Diagram view) ![Overview of workflows with user configurations and access rights for various items.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Workflow Overview in list mode.png) An image highlighting the modules which have workflow enabled (List view) The table below provides a quick overview of the **Workflow Overview**. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/sort column 2(1).png)**Action** | **Visual Guide** | | --- | --- | | 1. **Search**provides the ability to search workflows by **status field name** | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image(128).png) | | 1. **View As** provides the ability to filter workflows by specific access rights or user groups, allowing for a more targeted view. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.51.01.png) | | 1. **Modules**provides the ability to filter workflows by specific modules for a more targeted view | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.51.45.png) | | 1. Switch between **Diagram View** and **List View** | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.52.30.png) | | 1. **Preview Workflow** opens a modal displaying a more detailed breakdown of **Workflow Status View** | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.53.05.png) | | 1. **Open Workflow**navigates****to view a more detailed breakdown within **Workflow Status View** | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.53.22.png) | | 1. Actions menu with option to **Open in Site Configuration**allows for navigation to site configuration to directly configure any [workflow](/v1/docs/workflow) adjustments. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.53.56.png) | | 1. **View Access Rights** displaying which access rights are involved in the workflow ensuring clarity on permissions | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.54.38.png) | | 1. When two modules are connected by an arrow, it visually indicates where **Copy to Module** has been configured. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.55.39.png) | | 1. **Auto Layout**to automatically arrange workflow elements for a clear and organised display | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.56.23.png) | | 1. **Zoom controls**allowing the ability to **zoom in** and **zoom out** | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.56.39.png) | | 1. **Fit to Page** to adjust the workflow view to fit within the available screen space | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.56.58.png) | | 1. **Show Flow Map** provides a visual representation of the entire workflow, enhancing navigation and clarity. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.57.17.png) | | 1. **Lock Flow**preventing any accidental modifications by locking the workflow structure in place | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.57.41.png) | | 1. **Sort Column** provides the ability to sort data in **List view** within module groups, in ascending or descending order from the column headers, enabling easier organization and comparison. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image(130).png) | ## 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. ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/workflow-status-view.png) 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** | | --- | --- | | 1. **View As** provides the ability to filter workflows by specific access rights or user groups, allowing for a more targeted view. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.58.19.png) | | 1. The **Workflow Info** tab offers a high-level overview of the workflow configuration settings | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.58.52.png) | | 1. **View in Site Configuration**allows for navigation to site configuration to directly configure any [workflow](/v1/docs/workflow) adjustments. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.59.11.png) | | 1. **Status Value** displays information regarding a specific status within the workflow including linked transitions. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image-1742925797529.png) | | 1. **Transition** highlights a configured workflow transition from the source status value to the target status value. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 18.02.08.png) | | 1. **Access Rights Callout** shows which access rights are involved in the workflow, ensuring clarity on permissions. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image-1742925816290.png) | | 1. **Actions Callout** displays any configured [actions](/v1/docs/actions) connected to the specific workflow transition. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image-1742925833097.png) | | 1. **Notification Callout** shows any notification rules that are linked to the specific workflow transition. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image-1742925873312.png) | | 1. **Automation Rules Callout** shows any automation rules that are linked to the specific workflow transition. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image(142).png) | | 1. **Copy to Module Callout** highlighting where a workflow has been configured to copy item and file to another module. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image-1742925927642.png) | | 1. **Any Value** option highlights where any workflow status value can transition to a specific target value. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-26 at 12.08.46.png) | | 1. The **Any Value** callout lists all status values of the workflow field. Selecting a status value from this list navigates the user to the respective transition in the workflow. If no transition is available for the selected status, a message "Status transition not found" is displayed | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image(131).png) | | 1. **Auto Layout**to automatically arrange workflow elements for a clear and organised display | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.56.23.png) | | 1. **Zoom controls**allowing the ability to **zoom in** and **zoom out** | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.56.39.png) | | 1. **Fit to Page** to adjust the workflow view to fit within the available screen space | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.56.58.png) | | 1. **Show Flow Map** provides a visual representation of the entire workflow, enhancing navigation and clarity. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 18.07.27.png) | | 1. **Lock Flow**preventing any accidental modifications by locking the workflow structure in place | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-03-25 at 17.57.41.png) |