Operations with the workflow flowchart
Prerequisites
- Access to the Management > Workflow (WF004) menu.
- Started workflow.
- User defined as process or instance manager.
- To edit the flow of a workflow by adding or deleting activities, gateways, or sub-processes, the workflow must be blocked for editing.
Introduction
The flowchart allows viewing at which point of the flow the execution of a workflow is found and editing some data, such as the executors of the activities that have not been executed yet and the deadline of activities enabled for execution.
When the logged user is not a process/instance manager or does not have the edit control enabled in the workflow security list, or the workflow status is "Postponed", "Cancelled", or "Closed", it will not be possible to perform operations in the flowchart; it will be displayed for viewing only.
See the operations that can be performed in the flowchart:
Available operations
1. To access the operations available in the workflow flowchart, go to the Management > Workflow (WF004) menu.
2. In the list of records, select the workflow in progress in whose flowchart you wish to perform an operation.
The workflows that have the In progress status can be identified in the list of records by the 
icon.
3. Then, click on the 
button. At this point, the system opens the flowchart edition screen:
- The icons for the actions performed on the executed or cancelled activities are displayed in the flowchart, allowing you to visually identify the action that was taken on each activity.
- If the party responsible for executing an activity is a group (department, position, or team), when selecting it in the flowchart, the Summary panel will display to the party responsible for the execution and clicking on the executor will display the list of users who are members of the group, that is, the possible executors of the activity.
4. Select the flowchart activity/decision you wish to edit.
5. At this point, some operations will be displayed in the Actions area in the upper panel on the screen. The operations available in this section vary according to the status of the selected activity/decision. See below the possible operations and execute them as desired:
Enable item
The Enable item button will only be enabled when you select an activity/decision that has already been executed.
When you click on this button, a screen will be displayed to enter the Explanation to return to the execution of the activity/decision.
After entering the explanation, click on the 
button. At this point, the activity will be re-enabled for execution.
The activity information, such as attachments, attributes, and checklists, will not be lost.
Redefine activity deadline
The Redefine deadline button will be enabled when you select an activity/decision that is under execution.
Clicking on this button will display a screen in which the Date, the Time, and an Explanation must be entered to edit the deadline of the activity/decision.
After entering the new deadline of the activity, click on the Save button.
Edit activity executor
The Change executor becomes enabled when selecting an activity/decision that is under execution or has not yet been executed.
Clicking on this button will display a screen in which the new executor of the activity should be selected. To do that, fill out the following fields:
Responsibility type: In this field, select the responsibility type defined for the activity:
- Specific user: If this option is selected, the activity must be executed by a particular user. To do so, in the Specific user section, select the desired user in the respective field.
- Team: If this option is selected, the activity must be executed by a user of a certain team. To do so, in the Team section, select the team responsible for the activity execution.
- Department: If this option is selected, the activity must be executed by a user of a certain department. To do so, in the Department section, select the department responsible for the activity execution.
- Department/Position: If this option is selected, the activity must be executed by a user who holds a certain position in a department. To do so, in the Department/Position section, select the department and the position that will be responsible for the activity execution.
Explanation: Enter an explanation to change the executor of the activity.
After performing the changes, click on the Save button.
6. In the Visualize area, in the upper panel on the screen, some operations will be available. The operations available in this section vary according to the status of the selected activity/decision. See below the possible operations and execute them as desired:
Activity/Decision data
The Data button allows viewing the data of the activity/decision recorded in the flowchart. It is not possible to edit the record; its data can only be viewed.
The data of previously enabled tasks cannot be accessed through the Workflow flowchart, only through the template process.
Properties
The Properties button allows editing data of activities that have not been enabled. To do so, the user must have permission to "Edit" the instance in the workflow security.
Changes made to the workflow do not impact the template process. A copy is created on demand with the changes made to this instance only.
After selecting an intermediate or final event (Message (send), Timer, End point, Gateways, Cancel, Error, etc.) and clicking on Properties, a screen will be opened with the event data. A message will inform that the record is in viewing mode; to perform changes, it is necessary to click on Enable editing.
After enabling editing, the record can be changed. Data that cannot be edited will be copied from the template process.
7. After performing all desired operations, save and close the record.
Conclusion
Thus, you have accessed and executed all possible operations of the flowchart of a workflow!