Pre-requisites:
You must have the 'Can Access Audit Information' role privilege on the project where workflow instances are to be viewed.
From the 'Workflows' tab, you can view workflow instances within a selected project based on the applied project filter. By default, you will be taken to the first option on the left-hand menu, Workflow Instances. Here, you can view and manage the ongoing workflow instances.
To filter the list of ongoing workflow instances based on a certain project (in case multiple projects are selected in the project filter), select that particular project from the left side. Accordingly, the workflow instances from the selected project would appear on the right side as a list.
Details include:
Name of the workflow (linked to the progress of workflow instance)
Current workflow status
Name of the person who started it (user profile details available on click)
Workflow object name (linked to the relevant object, i.e. file, form or custom object)
Type (whether file, form or custom object)
Workflow start date & end date as applicable (time available upon mouseover on the date values)
duration of workflow
Click here to understand how to view workflow instances on an open file (in the file viewer).
To view workflow instances on a file from the files listing area, go to the 'Workflow Status' column and click on the workflow status corresponding to the desired file. If you don't see this column in the files listing, add the same i.e. 'Workflow Status' field from the available fields using the option for customizing columns.
Click here to understand how to view workflow instances on an open form (in the form viewer).
To view workflow instances on a form from the forms listing area, go to the 'Workflow Status' column and click on the workflow status corresponding to the desired file. If you don't see this column in the forms listing, add the same i.e. 'Workflow Status' field from the available fields using the option for customizing columns.
Click here to understand how to view workflow instances on an open model issue (in the model viewer).
Click here to learn how to check the progress on a workflow instance.
Next Article: Check Progress on a Workflow Instance