Review a Workflow Instance and Its Process Status
Open the correct detail page
There are two related detail pages:
- From All Instances, the monitoring view opens at
/workflow-detail-view?.... - From My Tasks, the task-oriented view opens at
/workflow-detail?....
Do not edit the identifier in the address bar. Open the instance or task from its list so RAPTIX carries the correct context and access checks.
Read the status summary
The top of the page shows the workflow name, Workflow Status, Instance ID, progress, and the most recent update. These values describe the run as a whole.
| Item | Meaning |
|---|---|
| Workflow Status | Overall state, such as Pending, In progress, Completed, Rejected, or Cancelled. |
| Instance ID | Unique identifier for this one run, for example wf_e65f1e24891f. Share it with an administrator when reporting a problem. |
| Progress | Completed workflow steps compared with the total steps. |
| Process Status | The current step, next expected step, and the current assignee where applicable. |
| Last updated | Latest recorded activity for this instance. |
Do not rely on color alone: read the status word and the step information.
Use Approval workflow and Process Status on the task detail
The /workflow-detail?... page separates two useful tabs:
- Approval workflow shows the approval path and the step-by-step state.
- Process Status shows the current and completed process steps, including a numbered sequence such as 1 of 2 steps and the next assignee when there is one.
A completed first step and a pending second step means the process still has work to perform, even if a stale summary elsewhere looks complete. Refresh once and use the numbered steps and current assignee as the immediate operational view; report contradictory values with the Instance ID.
Check instance details and history
On /workflow-detail-view?..., review Instance details for the creator, creation time, duration, and status. Use Conversation history for messages between task levels and Timeline & status for the workflow name, last update, completion time, and last activity. These sections are an audit trail; they do not change the workflow.
The monitoring summary can also show total steps, completed steps, percentage progress, current step, and the next assignee. An error section appears when the run has recorded a processing failure.
The Workflow viewer section provides:
- View workflow to open the visual workflow design for reference, when you have access.
- Download files to download files associated with the instance.
Take action when required
On /workflow-detail?..., Task action required identifies the assignee and offers Open task action. Only use it for a task assigned to you. If the assignee is another person, use the detail page only to understand progress.
Troubleshooting
The Instance ID is not found. Return to All Instances, clear filters, and open the instance from the list. Confirm that you copied the complete ID.
The next step looks inconsistent with Completed. Refresh the detail view. If it persists, report the Instance ID and the shown step names to the workflow owner.