Workflow Approval Info

The Workflow Approval Info widget displays the list of workflow instances with the approval status set to Pending or Approved. For each workflow, you can view the related approval matrix.
Note: 
  • In ION Desk, the selected Workflow Definition must be Active for the company.
  • In ION Desk, the Workflow Authorizations type must be Manage for the selected Workflow Definition.
  • Add the Workflow Approval Info widget, subsequently, you must configure the widget using the Widget Configure screen. See Configuring the Workflow Approval Info widget

The workflow instances are displayed based on the configured settings. By default, the Company is the user company and the login user is the Submit user.

On the Widget Configure screen, you must select a workflow definition and related parameters from the available options. To view the workflow instances with the approved status, you must select the Fetch Approved Instances check box.

On the widget, you can view the details of each workflow instance based on the selected parameters.

You must expand the row to view the approval matrix for a workflow instance. The group icon indicates the existing distribution list of users for the instance.

You can rest the pointer on information to view the Configure Widget settings and details of the color-coded badges.

You can click Drill down to drill back to the corresponding session in Infor LN.