Workflows

By default, opening a workflow inbox will show a list of running workflow instances that are assigned to the Therefore™ user that is currently logged in ('My instances'). This can be changed by selecting another one of the options under 'Current view'.

Workflow inbox showing currently running instances assigned to the user

The user may sort the instances by clicking on any of the columns, or change the displayed columns by pressing the edit button next to the search bar:

Clicking the icon will open the column selector dialog. Only checked columns will be displayed. Changes can be undone by clicking 'Reset to default'.

Image showing the 'Column Selector' dialog

If there are any documents attached to an instance, this menu offers a preview and additional information for the document.

Double clicking on an instance or using the action menu options on the right opens allows the user to process the workflow.

Image showing a workflow instance with the 'Actions' menu on the right

If the task is assigned to multiple users or a group, using the 'Claim Instance' button from the action menu allows the user to complete the tasks required for this instance: Claim Instance Icon

For more information about the 'Action Menu' options on the right side, please see our references page:

Action Menu

Additionally, the options to process the task are displayed on the right side. The options depend on the workflow configuration in the Therefore™ Solution Designer.