Workflow pane

Available with Workflow Manager license.

When a job is created, the job's first step is assigned to a user or group. Most jobs need to be started manually, but in some cases, the first few steps of a job may be configured to run automatically to update job settings that aren't defined in the job template. Access the Workflow pane to view a list of jobs with steps that have been assigned to you. You can also work on steps in jobs that have not been assigned to you if you have sufficient privileges to reassign the active step of a job to yourself.

Depending on the type of step you are running, the following options may appear:

  • Start Step Start Step—Start the current step.
  • Pause—Temporarily stop the progress of a running step.
  • Proceed—Complete the current step and proceed to the next step.
  • Complete Step Complete Step—Complete the current step without running the step.
  • Finish—Complete the current step.
  • Cancel—Stop the current step without saving the step's progress.
  • Resume—Continue working on a step that wasn't paused or canceled.
  • On Hold Step On Hold—The step is on hold and can't be run until the hold is released.
  • On Hold Step On Hold—The step is set to run on a schedule and can't be run until the scheduled release date or until the hold is released.

When a step is run, it performs the actions defined in the workflow diagram, and the job tile changes to reflect that action. For example, a question step will prompt you to answer a question and a define location step will ask you to provide a location for the job on the map.

Learn more about step types and their behaviors

Once you finish a step, one of the following actions will occur:

  • Another step in the job is assigned to you.
  • Another step in the job is assigned to you and additional steps are made available and assigned to other people.

    Learn more about parallel workflows

  • No additional steps require your attention and the job can be removed from the job list.
  • The job completes and can be removed from the job list.

The job tile includes the action that needs to be done. The path the job takes through the workflow diagram depends on the result of each completed step. Once you complete your assigned steps for a job, you can start working on another job.