Instance Details, Activities and Comments
  • 19 Dec 2022
  • 3 Minutes à lire
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Instance Details, Activities and Comments

  • Sombre
    Lumière
  • PDF

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Résumé de l’article

  1. From the Business Workflow Instances list, click on the Show Details button, for instance, to view complete details for the same.

instancedetails

View Details button

  1. You are redirected to the detailed view page for that instance.

  2. Also, the platform offers a color coding feature at the start of a workflow instance based on the current instance status.

instancedetails

Color coding based on instance status

Platform will display the workflow's status color based on the existing logic:
Red: if a dispute is raised in the instance.
Yellow: If there is an error in the instance (#ERROR in any of the attribute values).
Grey: if workflow instance is deactivated.

Workflow Instance Details Page

  1. Click on the Business Workflows tab in the Navigation Panel.
  2. Choose the required Business Workflow.

Business Workflows - audio - Auditor.png

Business Workflows

  1. A new screen appears listing all the** Workflow Instances.**
  2. Click on View Details on the right side of the screen.

Workflow Instance Listing Page - View Details - Auditor.png

Workflow Instance Listing Page - View Details

  1. Now, the instance detail page appears. Hover over on the Video icon to view the file name and file extension as a tooltip.

Users can view the audio (.mp3, .wav and .ogg), video (.mp4 and .webm, image (.jpeg, jpg, .jpe, jfif, .png and .gif), word doc (.doc and .docx) and pdf (.pdf) along with the file name on the workflow instance details individual's page.

Workflow Instance detail Page - View Details - mp4 Auditor.png

Workflow Instance detail Page - View Details for video

image.png

Workflow Instance detail Page - View Details for image

mp3.png

Workflow Instance detail Page - View Details for audio

doc.png

Workflow Instance detail Page - View Details for image for doc

  1. Upon clicking the video icon, a new tab opens with the video; you can see the file name at the top and the file name and extension at the bottom of the video.

mp4 name.png

Workflow Instance detail Page – Video with File Name and Extension

image name.png

Workflow Instance detail Page – Image with File Name and Extension

mp3 name.png

Workflow Instance detail Page – Audio with File Name and Extension

doc name.png

Workflow Instance detail Page – Doc with File Name and Extension

Workflow Instance Listing page

  1. The right-click menu is closed when a user scrolls vertically or horizontally or clicks anywhere on the screen. This change is implemented across the Workflow Instance Listing page.

Workflow Instance Listing Page – Right-click Menu -  Auditor.png

Workflow Instance Listing Page – Right-click Menu

Workflow Instance Listing Page – Vertical Horizontal Scroll - Auditor.png

Workflow Instance Listing Page – Vertical/Horizontal Scroll

Action buttons on details page

  1. The details page contains all the attributes and values of those attributes grouped according to relevance.

1.png

Copy button

  1. Copy attribute data on each row or the entire section using the Copy buttons.

2.png

Copy data from entire table

  1. Copy the entire section of data using a table Copy button.

  2. The next feature, Read More / Read less, lets the participant read the description of an instance thoroughly.

  3. Click on the Read More button to read the details of a particular column under an instance.

audit - read less.png

Read more button

  1. Click on the Read Less button to reduce the size back to default.

audit- read more.png

Read less button

  1. Click on the Data Table tab beside the Details tab to get a detailed view of all the records involved.

  2. Drag the columns to change their size. These changes are saved at the browser level.

Auditor_datacolumn1.png

Data Table - Resizing columns

auditor_datacolumn2.png

Data Table - Resized columns

  1. Upon logging in again, the user can see the column size as it was while logging out.

Activities and Comments

  1. Access the Activities and Comments tab from the top selection as shown in the illustration.

3.png

Activities and Comments tab

  1. The Activities and Comment history section have segregated display tabs.

4.png

Activities and Comments history section

  1. Specific tabs showcase the activities or comments that have occurred, for instance, during the workflow's lifecycle.

  2. Add comments in the Comment section. The comments are displayed in the main Activities and Comments section.

5.png

Add Comments section

  1. You can search for a specific keyword using the generic Search option in the Activities and Comments section.

6.png

Search option for Activities and Comments


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