Using Visual Workflow

When a workflow is launched in Optiva, you can view the action steps either in a tabular format or a graphical format.

The Project Management > Gantt tab and the Pending Task grid display the action steps as a tabular format.

In the Project Management > Visual Workflow tab, the steps in the action set are displayed as a flowchart.

visualworkflowlooplineconnectors

At a glance, you can see this information:

  • Whether actions are performed in parallel or in sequence.
  • How actions are connected to each other.
  • How many steps have been completed.
  • The steps that are still in-progress.
  • The next step in the workflow.
  • The steps that have been rejected.

The Visual Workflow tab displays the workflow steps (i.e., actions) as a node; the status is displayed for each action.

Each action has event buttons, such as Approve, Reject, and Return. These buttons are used to process the action.