Workflow navigation panel
Key point: List and navigate workflows in a group.

This panel is useful to see the overall completion of the documents with workflow and to quickly navigate to other documents by clicking a document title in the panel. The latest 1000 workflows are returned. 

When viewing a document, click the  icon in the left sidebar to open the panel on the left. Only the workflows for the current group are displayed.

To update workflows, you can use the workflow panel for a particular document or the workflow page for the group. To add workflows to multiple documents, you can use a batch action.

The workflows can be grouped by clicking the buttons for status (the default), priority or assignee.

Use the Active only switch to only list workflows which have an active status.

Click the   or  icons to expand or collapse the grouping category.

  • The statuses and priorities in the panel are listed in the order they are defined in the group properties form, for example, High, Medium, Low. 
  • The assignees are displayed in alphabetical order. The total number of assignments for each user is shown in parenthesis.
  • The total number of each status or priority is shown in parenthesis.

Workflow summary

When the workflow navigation panel is opened, a “workflow summary” header for the current document is displayed at the top of the main section. This header stays visible if the panel is closed but not if a different left panel is opened.

How to find this page

When viewing a document, click the icon in the left sidebar.