Action Buttons on Listing page

Based on the role assigned to a profile, a participant can perform certain actions on a workflow instance in a business workflow.

The listing page (also known as the instance list page) has Quick Action buttons that come in handy to make quick changes or review the instance.

Quick action buttons

Locate the buttons under the Actions column as shown in the illustration.
The frequently used action buttons are listed below:

1. Receive: Used to move the asset forward to the next group.
2. Send: Used to accept the asset from the previous group.
3. Edit: Used to modify details of an instance – only editing the attributes is allowed.
4. View Timeline: Used to monitor the position and progress of the instance in the workflow.
5. View Details: Used to access the detailed information view of all the attributes in an instance.

To access the details of an instance in a new tab, hover over the View Details button and click Ctrl+ left mouse together to open the details of an instance in a new tab.

Viewing instance details in a new tab

6. Download: Used to save the instance's report in the logged-in device.

7. Clone: This button is used to clone an instance. Every cloned instance gets a new reference ID.

8. Click on the clone button to clone an instance.

Clone button

9. This opens a Create sidebar. All the information is already entered across all textboxes.

Create sidebar

10. After making all updates, click on the Save button to create the instance.

11. View the instance on the instance listing page.

Instance listing page

12. The Comment option will auto close as soon as a user performs any action on the screen.

12.1 On the workflow instance listing page, right-click on any instance row to view Comments pop-up and if not required to enter any comment, click anywhere on the screen or scroll to see Comments pop-up disappear.

Workflow instance - Comments pop-up

13. User can view only one timeline at a time, any other timeline opened previously will auto collapse once user selects a new timeline.

13.1. On the workflow instance listing page, click on any other Timeline icon to see the already opened timeline getting closed automatically.

Workflow instance listing page - Timeline

14. For users, workflow instance listing page will show the Actions column as an overlay, if:

    • Columns appearing on screen are not well within the limit of the screen.
    • When expand and zoom in features are used.
    • When resizing of the columns is used.
    • When left navigation menu is opened.

Action column - Overlay

14.1. Click on the Columns option and select multiple attributes to see the Actions column change to an overlay column.

Activating Overlay - Actions column

14.2. To view the hidden columns behind the Actions column on the workflow instance page, move the horizontal scroll bar to right side of the screen.

View Hidden columns - Horizontal bar

15. For workflow instance listing page, platform will not show the Actions column as an overlay, and no horizontal bar is displayed, if:

• Columns appearing on screen are well within the limit of the screen.
• When collapse and zoom out features are used.
• When left navigation menu is closed.

Actions column - Not an overlay

15.1. Click on the Columns option and choose few attributes to see the Actions column not change to an overlay column.

Column selection

15.2 Now, the Action column is not an overlay column and no Horizontal bar at the bottom of the screen appears.

View Hidden columns - Horizontal bar

16. Platform will not display Hide/Show option for Actions column when the columns appearing on screen are well accommodating within the limit of screen.

16.1. On the Workflow instance listing page, click on the Columns and select less than five number of columns, so it fits well within the screen and click Save.

Manage columns

16.2. Now, if all the columns are well fitted within the limit of screen, no show/hide options will appear.

No Show/Hide - Action column

16.3. If, number of columns exceed the screen size or any resizing is done which results in exceeding screen size, Show/Hide Actions Column option appears.

Show/Hide - Action column

17. User can view Expand timeline view mode and downloaded timeline images distortion free.

17.1. Click on the View Details icon of a workflow instance to view the details of the selected workflow instance.

Workflow Instance - View Details

17.2. Click the Expand Timeline View icon to view the workflow timelines distortion free.

Workflow Instance details - Expand timeline view

17.3. Click on the Download Timeline icon to store the file in your local drive and view the file without any distortion.

Workflow Instance details - Download timeline