Viewing the status of a workflow instance

  1. In the Active Workflows management page, select a workflow in the list and click Workflow Instances.
  2. The workflow instances page lists all instances for the selected workflow. The default filter is to show only the workflow instances that were created since the workflow activation date till the current day.
    If required, adjust the filter and click Search to refresh the list of workflow instances. The total number of instances that were found according to the search criteria is displayed at the bottom of the screen. Use the paging control to navigate through the complete list. Alternatively, you can search for a particular workflow instance by its ID.
    You can generate a CSV report for a list of workflow instances that results from a search query.

    See Generating reports for workflow instances.

  3. In the workflow instances page, view this information about instances that were started for the selected workflow:
    ID
    The numeric ID that identifies the workflow instance.
    Instance Name
    The name of the workflow instance, if specified at the time the instance was started. The default value is the workflow definition name.
    Start Time
    The date and time the instance was started.
    Status
    This field displays one of these statuses:
    • Started

      The instance is currently running. If necessary, you can cancel a running instance.

      See Canceling workflow instances.

    • Completed

      The instance finished successfully.

    • Canceled

      The instance was canceled by an application user or a system administrator.

    • Failed

      The instance stopped because of a failure.

    End Time
    The date and time the instance stopped.
    Reason
    This field is specified only for canceled instances. The field shows the reason why the instance was canceled.
    Start Source

    The source that started this workflow instance.

    This table shows the source type and the source identifier:

    Icon Source type Identifier
    nt_ico_activation ​​Activation Policy ​ Activation policy name
    nt_ico_alert Alert Alert ID
    nt_ico_API API Logical ID of the application which called the API
    nt_ico_BOD Process.Workflow BOD MessageId of the BOD
    nt_ico_manual User Action User Name
    nt_ico_source_document_flow Document Flow Message ID of the Process.Workflow BOD sent from Document Flow
    nt_ico_workflow Workflow Workflow Name
    Workflow schedule icon Workflow Schedule Workflow schedule name
    Cancel Source
    The source that canceled this workflow instance.

    This table shows the source type and the source identifier:

    Icon Source type Identifier
    nt_ico_activation ​​Activation Policy ​ Activation policy name
    nt_ico_API API Logical ID of the application which called the API
    nt_ico_BOD Process.Workflow BOD MessageId of the BOD
    nt_ico_manual User Action User Name
    nt_ico_cancel_workflow ION Desk Admin Action The value "ION Desk Admin" is displayed
    Workflow schedule icon Workflow Schedule Workflow schedule name
  4. Optionally:
    1. To view the Tasks and Notifications for a selected workflow instance, click Tasks/Notifications.
    2. To view the workflow for a selected workflow instance, click Workflow.
    3. To view the activation policies for a selected workflow instance, click Activation Policies.
    4. To view the document flow that started a selected workflow instance, click Document Flow.
    5. To view the triggers for a selected workflow instance, click Triggers. This option is only available for workflows started by an activation policy.
    For details about navigation between pages, see Navigation.