Workflow My History

Workflow My History

Overview

The Workflow My History page allows Users to view any Forms that have entered a Workflow (Basic or Custom) that they have taken an action on.  Please read the article on  Introduction to Workflows  for more general information on Field2Base Workflow.

Note: Mobile Forms Administrator, Workflow Admin, Workflow Reporter, and Workflow User roles allow access to the Workflow My History page in the Portal.

Tutorial Video

A tutorial video is also available and covers most of this material.



Viewing Forms in My History

The Workflow My History page will display all the Forms  in Workflow for the last month (by default) that you have taken an action on. You can sort the Form list by each header.
  1. Ref Num - The unique Reference Number associated with each Form submitted to Field2Base. The Reference Number remains constant during all workflow and integration stages.
  2. Form Subject - Configured as part of Form Design and combines the Form Name with the Form Title which can include Region values.
  3. Folder - The Folder which contains the Form.
  4. Status - Current Workflow status. 
  5. Last Person to Modify - The Username of the last User to make changes to the Form.
  6. Last Modified Date - Date that the Form was last modified.


You can download a report of the Forms currently displayed as an .xls or .csv file by clicking on the appropriate button at the bottom or by clicking on the Export button at the top and choosing the appropriate file format.
You can filter the displayed Forms by Ref Num, Form Subject (if region values are part of a Form's Subject, you can use this filter to find Forms by specific region values), Folder, Last Person to Modify or  Last Modified Date (custom range).

Accessing a Specific Form in Workflow

You have the ability to open and view a specific Form in Workflow. To access a specific Form, you only need to click on the underlined Ref Num for the Form.


Downloading a PDF

You can download a PDF of the current version of the Form in Workflow by clicking on the PDF button in the upper right.


Viewing Workflow History

You can also view the Workflow History by clicking on the History button in the upper right. The Workflow History provides a detailed record of any action taken during the Workflow process including any emails sent from Workflow and specific edits made to Form data. The Workflow History is very helpful for troubleshooting Workflow errors or for auditing purposes. 

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