Workflow Utility

The Workflow Utility is used to manage workflows for multiple documents. To open the tool, click the Workflow Utility button Workflow Utility button in the Tools tab on the ribbon.

The Workflow Utility tab will be added to the ribbon: see Workflow Utility.

Workflow Utility screen

The Workflow Utility screen contains two tabs:

  • The Workflows tab contains a list of all started workflows for documents from the selected node and its child nodes (the table columns are explained below). To change the state of a workflow, select appropriate documents and click the Update button Update button or the Terminate button Terminate button on the ribbon.
  • The Documents tab contains the list of all available nodes and allows you to start workflows for them. To start a workflow, select the relevant documents and click the Start button Start button on the ribbon. Note: The workflow will start only if all of the selected documents are associated with the same workflow.

The table below explains the columns in the table on the Workflows tab.

Column Description
Last Updated Date and time of the last change to the workflow.
Node Type The node type of the document.
Document Name The name of the document.
Workflow The name of the workflow which is being run against the document. Note that one document can be part of multiple workflows.
Run Indicates how many times this workflow was run against this document. A new run is created after a workflow was completed, or was terminated and then restarted.
State The current workflow state.
Active Indicates whether the workflow is active.
Has Error Indicates whether the workflow has errors.
Log Click the ellipsis button to open the workflow log.