Workflow Detail View and Process Status
Open an instance
Open Applications → Workflow → All Instances and select a row. The detail view loads from its Instance ID. If the ID is missing, the page cannot identify which execution to show.
Workflow Status
The status header identifies the workflow and instance and summarizes its execution. Depending on the available run data it can show:
- Workflow Status and the current state;
- Instance ID;
- progress percentage;
- completed steps out of total steps;
- current or next step and assignee;
- last update time.
The horizontal Approval Workflow shows each approval step and its evidence-based state. A workflow marked Completed does not mean every designed step necessarily ran; branches not taken can remain not-run or pending-looking in older data. Use the step states and timeline together.
Process Status
The Process Status section provides the execution summary supported by the current record, including:
- current step;
- Process Template or workflow name;
- Current Status;
- Process Start Date;
- numbered workflow steps and their states.
Status and progress come from different runtime records and can briefly update at different times. Use Last updated and reload when a just-completed action has not appeared yet.
Task action required
When the signed-in user has an actionable pending task, the page shows Task action required, the assignee and created time, and Open task action. Select it to open Workflow Task Manager at /manager-approval.
If this card is absent, the instance can still be running, but there is no current action available to this user from the detail page.
Instance details
The current detail card can show:
- Instance ID;
- Created by;
- Status;
- Created time;
- Duration for a finished run or Running time for an active run.
Copy the complete Instance ID when reporting a problem; it is more reliable than the workflow name alone.
Conversation history
When messages exist between task levels, Conversation history shows the message count and opens a read-only modal. It is useful for reviewing previous comments without reopening each completed approval task.
Timeline and status
This section can show Workflow name, Last updated, Completed at, and Last activity. It distinguishes creation time from the latest activity and completion time.
Workflow viewer
Expand Workflow viewer to use:
- View workflow — open the saved visual design in Flow Builder View mode;
- Download files — prepare a ZIP of files associated with the instance when downloadable files exist.
The visual design is the workflow template. Runtime step states on this page describe this specific instance.
Troubleshooting
| Problem | Resolution |
|---|---|
| No data loads | Return to All Instances and open the row again so the full Instance ID is included. |
| Progress and status appear inconsistent | Check Last updated, reload, and use the individual step evidence. |
| Open task action is missing | Confirm the task is Pending and assigned or available to your account. |
| Download files is unavailable or empty | The instance may not have generated or attached downloadable files. |
| View workflow fails | Confirm the workflow template still exists and you have Flow Builder View access. |
