Instance Details, Activities, and Comments

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

View Details button

2. This redirects the platform to the detailed view page for that instance. Also, the platform offers a color coding feature at the start of a workflow instance based on the current instance status.

Color coding based on instance status

3. An operator can now view comments on an instance by a few simple steps.
4. Click on the message like icon to view comments added on a particular instance.

Comments button

5. Upon clicking the comments icon, a comments sidebar slides in from the right side where all comments can be viewed.

Comments sidebar

Action buttons on the details page

1. The details page contains all the attributes and values of those attributes grouped according to relevance.
2. Download the attached documents related to the instance on the instance details page.

Copy button

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

Copy data from the entire table

4. Copy the entire section of data using a table Copy button.
5. Click on the Eye icon beside the file name to view any files uploaded on the instance.

View uploaded files

6. Upon clicking the eye icon, a separate file tab appears beside the Activities & Comments tab. The file tab reads the type of uploaded file, e.g., pdf or doc, and the participant can review the file's contents.

File tab and preview

7. Click on the Pop-out icon to see an expanded view of the file in a new browser tab.
8. For documents with multiple pages, use the navigation tools. Similarly, use the zoom in and zoom out features to manage the screen size.
9. Additionally, click on the Download button in the top right corner to save the file on the local device.
10. The next feature, Read More / Read less, lets the participant read the description of an instance thoroughly.
11. Click on the Read More button to read the details of a particular column under an instance.

Read more button

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

Read less button

Activities and Comments

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

Activities and Comments tab

2. The Activities and Comment History section have segregated display tabs.

Activities and Comments history section

3. Specific tabs showcase the activities or comments which have occurred for the instance during the lifecycle of the workflow.
4. Add comments in the Comment section. The comments are displayed in the main Activities and Comments section.

Add Comments section

5. Use the generic Search option to search for a specific keyword in the Activities and Comments section.

Search option for Activities and Comments

Instance Details - Inline Editing and Updating

1. Click on the Workflow instance details page and hover over the mouse to view the edit and copy option beside every attribute value.

Instance details page - Inline edit and copy

2. Click on the Edit icon to update/edit instance data for all the attributes that are enabled to edit.

Instance details page - Edit

3. Once edited, click on Update to save the changes.
4. View the total no. of updates made on the workflow instance details page on Update.

Instance details page - Update

5. To discard the edited changes on the instance details page, click on Discard or refresh the page or click on any other instance and view that changes are not applied.

Instance details page - Discard changes

6. View, no changes are applied after clicking on Discard.

Workflow Instance Details page – Discard

7. The platform shows the mandatory fields with empty values red color background that are required for a group to be added/updated.

Instance details page - Mandatory fields color

Instance details page - Success message

8. To edit the data and add a row for attributes (SOA) on the workflow instance details page (data Table), click on VIEW TABLE or Data Table.

9. Click on Add Row.

Data Table - Add Row

10. Enter the required attribute values and click Tick mark under the clear filter column.

Data Table - Tick mark icon

11. After clicking on the Tick mark, there will be four options available on screen, i.e., You Have few unsaved changes, Add Row, Discard and Update.

Options - update changes in added row

12. View all the added rows with values in blue color and red dot on top of it to show the recent changes.
13. Click on update and come back to the SOA table to view the updated changes.

Data Table - Update

14. If updated changes are required to be deleted, click on Delete icons.
15. After clicking Delete, the Undo icon appear on the right side of the row.
16. If required, click on Undo icon to revert the changes to its original position.

Data Table - Undo icon

Workflow Instance Details Page

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

Business Workflows

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

Workflow Instance Listing Page - View Details

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

Workflow Instance detail Page - View Details for video

Workflow Instance detail Page – View Details for image

Workflow Instance detail Page – View Details for audio

Workflow Instance detail Page – View Details for doc

6. 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.

Workflow Instance detail Page – Video with File Name and Extension

Workflow Instance detail Page – Image with File Name and Extension

Workflow Instance detail Page – Audio with File Name and Extension

Workflow Instance detail Page – Doc with File Name and Extension

Workflow Instance Listing page

The users can close the right-clicked menu options displayed on the screen.

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

Workflow Instance Listing Page – Vertical/Horizontal Scroll