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Workflow Centre Fields

Overview:

The Workflow Centre provides users with a centralized view of all configured workflows in the system. It allows users to search, monitor, and manage workflow definitions; review execution results; and quickly access workflow execution history and details for troubleshooting and analysis.

Header Level Options

The following options are available under the Options menu in the Workflow Centre.

  • Batch Delete: Deletes the selected workflow(s) from the system.

Header Level Search Fields

These fields allow users to filter and locate specific workflow records.

Field
Description

Name

Allows users to search for workflows by entering the workflow name.

Show Active Only

When enabled, this toggle displays only active workflows in the Workflow Centre.

Header Level Icons

These features provide quick actions for managing and viewing workflow records.

  • Refresh: Refreshes the workflow list based on the applied search criteria to display the latest information.

  • Save: Preserves user interface settings such as column preferences for future sessions.

  • Search: Allows users to quickly search workflow records using the entered criteria.

  • Advanced Search: Enables detailed filtering using specific conditions such as column name, operator, and value.

  • Download: Exports workflow data in supported formats such as CSV, Excel, and PDF.

  • Columns: Allows users to show or hide grid columns based on their preference.

Columns

The Workflow Centre displays the following columns to provide visibility into configured workflows and their execution status.

Field
Description

Status

Displays whether the workflow is Active or Inactive.

Name

Displays the name assigned to the workflow.

Description

Displays the description of the workflow.

Trigger Event

Displays the event that initiates the workflow.

Trigger Ref Code

Displays the reference code associated with the workflow trigger.

Execution Result

Displays the latest execution status of the workflow (such as Success or Error) along with the total number of error records.

Created By

Displays the user who created the workflow.

Create Datetime

Displays the date and time when the workflow was created.

Modified By

Displays the user who last modified the workflow.

Modified Datetime

Displays the date and time of the most recent modification.

Action

Provides quick access to the workflow execution information. Clicking the Action icon opens the Workflow Execution History module, where users can review the execution history of the selected workflow.

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