Assign User or Group to a Process Step

View All Active Processes

Workflow displays all active Processes in one table that Process Owners have created throughout your organization. This makes it easy to manage active Processes.

Permission Required

Your user account or group membership must have the "Processes: View Processes" permission to view the list of Processes unless your user account has the Make this user a Super Admin setting selected.

See the Processes permissions or ask your Administrator for assistance.

Looking for Inactive Processes?

Click the Archived Processes iconto view inactive Processes. Archived Processes are by definition inactive.

Follow these steps to view all active Processes in your organization:

  1. Ensure that you are logged on to Workflow.

  2. Click the Designer option from the top menu. The Processes tab displays all active Processes in the Processes page.

Click the Processes iconfrom the left sidebar to view the Processes tab when you are viewing other Process-related pages.

The Processes tab displays the following information in tabular format about active Processes:

  • Name: The Name column displays the Process name. If the Process is not valid whereby it cannot successfully run Requests through completion, the following icon displays after the process name:.

  • Category: The Category column displays in which Process Category the Process is assigned.

  • Owner: The Owner column displays the Process Owner who maintains the Process. Hover your cursor over a user's avatar to view that person's full name.

  • Modified: The Modified column displays the date and time the Process was last modified. The time zone setting to display the time is according to the Workflow instance unless your user profile's Time zone setting is specified.

  • Created: The Created column displays the date and time the Process was created. The time zone setting to display the time is according to the Workflow instance unless your user profile's Time zone setting is specified.

Search for a Process

Use the Search setting to filter Processes that display.

Create a Process

Click the +Process button. See Create a New Process.

Import a Process

Click the Import button. See Import a BPMN-Compliant Process.

Edit a Process

Click the Open Modeler icon. See Model Your Process for topics.

Configure a Process

Click the Configure icon. See Edit Process Configuration.

Export a Process

Click the Export icon. See Export a BPMN-Compliant Process.

Archive a Process

Click the Archive icon. See Archive a Process.

Pause or Resume All Start Timer Events in a Process

Click the Pause Start Timer Events iconto stop the schedule for new Requests by pausing all Start Timer Event elements in the Process. Note that this icon only displays if that Process uses at least one Start Timer Event that is not paused.

Click the Play Start Timer Events iconto resume the schedule for new Requests by resuming all Start Timer Event elements in the Process. Note that this icon only displays if that Process uses at least one Start Timer Event that is paused.

No Processes?

If no active Processes exist, the following message displays: No Results.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.

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