My Workflows

Controls

Tabs

Navigate between the workflows tabs to see current workflows, future workflows, or all workflows for your organization.

• My List - My List contains all current workflows that are assigned to the user.

• Upcoming - Upcoming provides a preview of workflows that will appear in My List in the future. This tab is available to users with the following permission enabled: Administration → Workflows→ Access Upcoming Tab.

• All Workflows - Workflow Admin users use this tab to monitor all workflows. This tab is available only to Workflow Admin users.

• My Workforce List - This tab displays all current Workforce workflows that are assigned to the user. This tab is available only to users with Workforce enabled.

• Workforce Workflows - Workflow Admin users use this tab to monitor all Workforce workflows. This tab is available only to Workflow Admin users with Workforce enabled.

Approve

Approve all selected workflows.

Deny

Denies all selected workflows.

Table Views

Allows the user to save the current view, edit the current view, or apply a previously saved view.

Columns

Opens the column selector where users can select checkboxes for columns to show on the page or clear checkboxes to hide columns so that they can more easily see the information most relevant to their needs.

Filter

Opens the Filter Columns dialog box, where users can filter workflows by the information that appears in the columns.

Columns

Select / Expand

Depending on the selected tab, the first column includes either checkboxes or expand icons. Select checkboxes to approve or deny multiple rows in bulk or use the expand icons to view more details at a glance.

Status

View the status of the transaction workflow. Statuses include:

• Pending Approval - This is the default status, which indicates that the transaction is awaiting approval.

• Work Needed - The current approver (or approver of a higher level) set the status to Work Needed, or the transaction was denied at a higher level and has returned to the original approver.

• Researching - The current approver (or approver of a higher level) set the status to Researching to indicate that more information is needed.

Inactivity Alert

If a workflow has not been approved or denied for two or more days, an alert icon appears in this column.
The alert is not affected by a Researching or Work Needed status.

Number

Number assigned to the transaction. Select the link to view or edit the transaction in a pop-up window.

Vendor

Vendor on the transaction.

Amount

Total amount on the transaction.

Location

Location assigned to the transaction.

Invoice Date

Date on the invoice.

GL Date

Date on the transaction.

Comment

Any comments entered on the transaction appear in this column.

Issue

Displays any issues on the attachment.

Type

Transaction type. Current supported formats include:

• AP Invoice

• Journal Entry

• Payment Run

Att

Att is short for Attachment. If any files were uploaded to the transaction, select the link in this column to view the file.

Current Approver

The current approver in the workflow hierarchy. When on the My List tab, this value contains either your username, if you are the only approver, or the name of your Workflow Group.

Prior Approver

Username of the user(s) who most recently took action on the transaction. Users who are a part of a Workflow Group are listed individually.

Prior Action

The most recent action taken by the Prior Approver.

Prior Action On

Date when the Prior Action occurred.

Created By

Username of the user who created the transaction.

Document Information

The left side of the header displays the document type, number, and file name.

Status

This status drop-down displays the current status of the workflow and allows the user to change the status if conditions are met.

Approve / Deny

The user can select one of these buttons to approve or deny the workflow.

Show Activity / Hide Activity

Opens or closes the Activity pane.

Attachment Viewer

Displays the attached document, if available.

Activity

Shows a history of all actions performed on the workflow and allows users to collaborate or add notes using the Comment field.