About the Process View Page
  • 27 Jul 2022
  • 1 Minute to read
  • Dark
    Light

About the Process View Page

  • Dark
    Light

Article Summary

Overview

The Process View Page is available when looking at the contents of a Process Folder. States can be implemented into workflow logic to save each checkpoint in the Process Folder. Processes involving Assignments with Action Names will also include them in the Process View Page. Other utilities this Page provides include a process complete percentage, a time display for how long the process data has existed, documents, file attachments, and comments applied.

Exploring the Process View Page

This example uses data from a purchase order process, where each line item in this Process Folder represents a Purchase Order. For more information on Process Folders, please visit the About Process Folders article.

  1. Open a Process Folder that contains process data. 
  2. Select a line item of process data to open the Process View Page.
  3. Inside the Process Folder, the status in the top right shows that this process has existed for 1 minute and 28 seconds and is 0% complete.
  4. The Process History and Collaboration section shows each state of the process alongside information about each phase of the process. Comments and attachments from other users are available as well. 
  5. The REVIEW ORDER button is a configured Assignment Action for this process. Interacting with this button moves the process along. The information is updated in the Process View Page as soon as the action is complete. 



Was this article helpful?