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View Workflow Instances on Form

This article helps you understand how to view workflow instances on an existing form.

Updated over 3 weeks ago

Follow the steps for opening the form in the viewer.

Click on (the menu icon with three dots) and select the 'Workflow' option (under the 'References' category). You can view any workflow instances on the form in the viewer.

It displays related workflow details like its name, status, and name of the person who created it (click to view user profile details), as well as its start date & end date (time available upon mouseover on the date values).

To view workflow progress on a form being viewed, click on the link showing workflow status opposite the name of the workflow which is being applied.

Below is a description of the icons at the top right:

Icon

Title

Purpose

Refresh

To refresh the content within the pop-up.

Maximize

To maximise the popup.

Dock Content

To dock the content within the same page, so that you don't need to click again to view the pop-up content.

Undock Content

To undock the docked content.

Close

To close the pop-up.


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