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Managing workflows

 
Gear icon with a white background, leading to the initial step of the flow, in which the workflow type configurations are performed. Flowchart icon leading to the workflow start step. Confirmation icon leading to the step of executing a workflow activity. Spreadsheet icon leading to the manage workflow step, in which the workflow data is edited and the activity executors and deadlines are changed.

This article is valid for the new Workflow (WF022) unified menu in system version 3.0:

  • Access the release notes for further details about the significant changes in the menu unification.
  • Click here to access the documentation valid for the old management menu.
 

 

Introduction

SoftExpert Workflow features the Workflow (WF022) menu so that users can manage and track the workflows in which they are involved.

From it, the user will be able to edit the data of the workflows for which they are the process manager or instance manager. The workflows in which the logged user has permission to view, edit, delete, cancel, postpone, or reactivate the instance on the process security list will also be listed.

See in the articles below the operations that the user can perform through this menu:

• Edit workflow data

• Change activity executor

• Edit activity deadline

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Index

Introduction

First steps

Advanced resources

Reporting an incident

Reporting a problem

New features