Available in: Ribbon > Organize > Overviews

This dialog box contains an overview of all existing workflows. To view the details of a workflow, select the corresponding workflow from the list on the left.

Status

Select which workflows you want to view.

Information: You will only see workflows that you have permissions for.

Choose from the following options:

• Active: If this option is selected, you will only see active workflows.
• Completed: If this option is selected, you will only see workflows that are completed.
• All workflows: If this is selected, all workflows will be displayed.
• Passed deadlines only: If this option is selected, you will only see escalated workflows. This option can be selected in combination with either Active, Completed or All workflows.
• Load fields: If this option is enabled, the available metadata is shown in the drop-down menu under the columns with the title Index. This option can be selected in combination with either Active, Completed or All workflows. This option can also be combined with the Passed deadlines only option.

Please note: The Load fields option can increase loading times.

User

To filter the view, search for a user or group in the All users and groups search field. Suggestions will appear as you type. Select the desired user or group.

To cancel the selection, click the X icon next to the selected user or group.

Once you have selected a user/group, you can narrow down the list by selecting additional filter options:

• Owner: If this option is enabled, you only see workflows that the selected user/group is the owner of. The owner is the user who started the workflow.
• Any node: If this option is enabled, you only see workflows in which the selected user/group is entered as the editor of at least one node.
• Active node: If this option is enabled, you only see workflows in which the selected user/group is entered as the editor of the node.

Start date (from/to)

Define how long you want the workflow to show up in the overview. The start date of the workflow must be within this period.

View

Choose an option for displaying the workflows.

Choose from the following options:

• Diagram view: If you select this option, the drop-down menu and the diagram for the selected workflow are displayed.
• List view: If you select this option, the drop-down menu and a detailed overview of the selected workflow are displayed.
• Form view: Select this option to view the drop-down menu and the workflow form for the selected workflow. The workflow form must be specified in the start node.
• No details: If this option is enabled, only the drop-down menu is displayed.

Context menu

Some functions can only be called from the context menu. Right-click the list to open the context menu.

Go to: The Go to button takes you straight to the respective entry in the Repository work area.

Metadata: The Metadata menu item opens the metadata of the respective entry.

Extend deadline: Click the Extend deadline menu item to edit the deadline of a workflow.

PDF output: Click the PDF output menu item to save the workflow as a PDF outside of ELO.

Save table to clipboard: If you click the Save table to clipboard menu item, the data for the selected workflow is copied to your Windows Clipboard. From here, you can transfer the data to an external program.

Show subworkflows: The Show subworkflows menu item opens a dialog box that shows you the subworkflows associated with the selected workflow.

End workflow: You can stop the selected workflow with the End workflow menu item. If you do so, you can no longer edit the workflow.

Delete workflow permanently: Click Delete workflow permanently to remove the selected workflow from the system. You will be asked to confirm that you really want to delete the workflow.

Warning: Permanently deleted workflows cannot be restored.

General buttons

Apply: Click Apply to save the changes. The dialog box remains open.

OK: Click OK to save changes and close the dialog box.

Cancel: Click Cancel to close the dialog box without saving the changes.

Refer to the ELO Java Client Workflow manual for more information on workflows.