Using Workflow: All Instances and My Tasks

What Workflow is for

Open Applications, then select Workflow. This is the current workflow workspace. It has two views:

An instance is one run of a workflow. A workflow template can therefore have many instances.

Before you start

• Open /applications?view=workflows.
• If you only see one tab, your account has access to that view only.
• Use the workflow name, the requester, or the Instance ID when you need to identify one exact run.

Monitor a workflow in All Instances

1. Select All Instances.
2. Use the available search and filters to narrow the list.
3. Check the workflow name, current status, progress, and last-update time.
4. Open the instance you need. All Instances opens the monitoring page at /workflow-detail-view?....

Use All Instances for monitoring. It does not mean that every workflow action is assigned to you.

Act on work in My Tasks

1. Select My Tasks.
2. Find a task with a status that requires your action.
3. Open the task or its workflow instance.
4. The task-oriented detail page opens at /workflow-detail?... and shows Approval workflow and Process Status.
5. Select Open task action when it is available.
6. Complete the action in Workflow Task Manager.

Completed tasks remain part of the workflow history, but they no longer require your action.

Do not confuse the two detail pages

The same Instance ID can appear on both pages, but the controls are different because one page is for monitoring and the other is for completing work.