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View Workflow Instances on Form
View Workflow Instances on Form

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

Updated today

Follow the steps for opening the form in viewer.

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

It displays related workflow details like its name, status, 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 workflow which is getting applied.

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

Icon

Title

Purpose

Refresh

To refresh the content within the popup.

Maximize

To maximize the popup.

Dock Content

To dock the content within the same page so that you don't need to click again to view the popup content.

Undock Content

To undock the docked content.

Close

To close the popup.


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