Question

Photo of Bob Chelpka

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How Do I Access The Workflow Detail Page?

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I really hope I'm missing something, but, if I am assigned a workflow task and it appears under the My Requests section of the Internal Rock Homepage, when I click on that workflow assignment, logic dictates to me that I should be taken to the 'Workflow Detail' page. Instead, I am taken to the 'Workflow Inquiry Entry' page where all I can see is who submitted the request, who it's assigned to, the phone number, campus, assign new worker, and notes fields. There is much more detail in the workflow that I need to be able to see than just those items. The only way I can find to access the 'Workflow Detail' page is by going to, Tools\Workflows, then expanding the Workflow Category and then clicking the Workflow Type ID icon at the far right of the workflow type on which I want to review the detail. Then, I have to browse to the specific workflow in the list that I want to view and select the "page" icon at the far right to finally display the 'Workflow Detail' page. This seems like a lot of steps to take to be able to see the detail for the workflow. In addition, the email notification I receive when a workflow is assigned to me, contains a button that specifically says 'View Detail'. When I click on it, I'm also directed to the 'Workflow Inquiry Entry' page, not the 'Workflow Detail' page.

Am I missing something? Is there an easier way to view the 'Workflow Detail' page? 

  • Photo of Bob Chelpka

    0

    I was directed where to correct this. Actually, the Workflow Detail page is NOT where the submitted/assigned workflow is to be worked. The issue was that I had not configured the workflow itself correctly to display the information I wanted in the Workflow Inquiry Entry screen. I had failed to mark the attributes as "Visible" in the "Capture Notes" action of the "Open" activity! Once those were enabled, voila! the information was displayed in its proper place on the Inquiry Entry screen!