Viewing Existing Workflows
Use the Workflows list page to view existing workflows. By default, the list page shows all workflows except workflows marked as inactive. To view inactive workflows, check the Show Inactives box.
To access a workflow on the Workflows page, you must have the full permission level assigned for the base record on which the workflow was built. Further, you must have the feature related to the base record enabled in your account.
The following screenshot shows the Workflows list page:
The following table describes the tasks you can complete from the Workflow list page:
|
Task |
Description |
|---|---|
|
Create a new workflow |
Click Create Workflow to open the workflow definition page. See Creating a Workflow and Scheduling a Workflow. |
|
Edit a workflow |
Click Edit to edit a workflow. See Editing a Workflow. |
|
Search for workflows |
Click Search to search for workflows definitions. See Workflow Searches. |
|
Filter the workflows list |
Use the Filters section to show workflows with specific properties. See Filtering the Workflow List Page. |
|
Mark workflows as inactive |
Use the Inactive column to mark workflows as inactive. See Inactivating a Workflow. |
|
Customize the workflow list page |
Customize the columns that display on the Workflow list page. See Customizing Sublist Views. |
Filtering the Workflow List Page
Use the Filters list on the Workflows list page to refine the workflows shown to find a specific workflow or types of workflows.
The following tables describes the available filters:
|
Filter Name |
Description |
|---|---|
|
Record Type |
Base record type for a workflow. If you want to view workflows for the Customer, Transaction, or Item record types, the list shows all workflows based on sub types of these records. You cannot filter by sub type. See Workflow Base Record. |
|
Owner |
User account set for the Owner property on the workflow. |
|
Release Status |
Release status of the workflow. You can select Not Initiating, Suspended, Testing, and Released. See Release Status. |
|
Style |
Style for the display. Select Normal, Grid, or Report. Default view for the Workflows list page is Normal. |
|
From Bundle |
If your account contains workflows installed as part of a bundle, this list shows all bundle IDs. Use this filter to find all workflows installed from a specific bundle. You can select Any, None, or select a single bundle ID. |
To filter the workflows on the Workflow list page:
-
If you have not already done so, go to Customization > Workflow > Workflows.
-
Expand the Filters section.
-
Select the appropriate filters.
The Workflows list page automatically updates with the appropriate filters.