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