Workflow dashboard

The approval workflow dashboard can be accessed via Quick-access menu > Approval workflows > Manage workflows. Here you can create and manage approval workflows.

Once you have created at least one workflow you will see a table with all of your workflows. This table displays each workflow’s name, last modified date, type, workflow ID, assignment type, who it is assigned to and the workflow’s status. It also allows you to archive (or unarchive), delete or clone an existing workflow by clicking the icon of three dots (). The actions available will depend on the overall progress status.

On the workflow dashboard you can search for or filter the existing workflows by status, type, or assignment type. You can also sort the table by a variety of parameters, such as the workflow name. 

Next steps

• Create an approval workflow
• Edit an approval workflow