Work flow widgets
This section describe widgets that relate to the Work Flow sub-module.
Add Form / Work Flow
You can use the Add Form / Work Flow widget to add a Form or Work Flow to your entities.Find the Add Form / Work Flow widget on your Dashboard.
Select the Entity Type to add a form or work flow.
Select the Name of the entity you want to add a form or work flow to.
Do one of the following:
Click Add Form to add the form to the entity.
The form is added to the entity.
Click Add Work Flow to add the work flow to the entity.
My Approvals
The My Approvals widget displays work flow tasks that are awaiting your approval. You can view the entity associated with the task by clicking the link in the Name column, or you can take action on the task from the Dashboard.
Approve a task
Find the My Approvals widget on your Dashboard.
Click the link in the Step - Step Name column of the widget.
The system asks if you want to check out the form or view a read-only copy of the form.
My Work Queue
The My Work Queue widget displays work flow tasks which have been assigned to you. You can view the entity associated with the task by clicking the link in the Name column, or you can take action on the task from the Dashboard.
To take action on a task from the My Work Queue widget:
Find the My Work Queue widget on your Dashboard.
Click the link in the Step - Step Name column of the widget.
If the task is a schedule task, the Editing Task window opens. If the task is a form, the system asks if you want to check out the form, or view a read-only copy of the form.
Do one of the following: