All Workflows

This list contains all workflows in the system.

Note   If your system administrator has provided faster access to this screen by not initially populating the All Workflows list, use one of the following options to execute a search for the retrieval of records.

• Select an option from the Saved Searches drop-down list, ensure that a valid value is selected for the Status field, and click the Search button.
• Create search filters, ensure that a valid value is selected for the Status field, and click the Search button.

 The Workflow Setup - General Settings section provides system administrators with information about controlling initial population of the All Workflows list.

Following is a summary of functionality on the All Workflows screen.   

•       You can search for workflows using any of the Search Filter fields.
See Workflow and Task List Searches for more information about searching for workflows and tasks, and viewing, organizing, and exporting search results.

•       To access the customer file, click the field in the Customer Name column.

•       To access the workflow, click the field in the Title column.

•       The Current Task column displays the active Task on the corresponding workflow.

•       The Project Manager column displays the assigned project manager for the corresponding workflow.

•       The Credit Action column displays the title of the credit action associated with the workflow if one is available.

•       The Request Amount column displays the requested amount from the associated credit action.