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How do I see which workflow processes a person is or was in?

Describes how to see which workflow processes a person has been in or is currently in

Updated this week

You will need the Limited Read People permission to view this information.

Version 7

Navigate to the person's profile and click on the "Involvement" tab. Then select the "Queues" tab.
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The following columns are available:

  • Campus- the name of the campus the person attends.

  • Workflow - the name of the workflow the process is in.

  • Process - the name of the process.

  • Task - the task within the process the person is currently in.

  • Status - the current status within the process.

  • Added On - the date and time the person was added to the process.
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The other columns are ID, Record Type, and Add On.

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The following actions are available within the table by clicking on the three dots in the first column of the table.

You will need the Full Write Workflows permission to do these actions.

  • View - opens a pop-up containing details related to the current task they are in.

  • Delete - removes the person from the process.


Version 6


Navigate to the person's profile and click on the "Involvement" tab. Then select the "Queues" tab. The following columns are available:

  • Workflow - the name of the workflow the process is in

  • Process - the name of the process

  • Current Task - the task within the process the person is currently in

  • Status - their current status within the process

  • Added On - the date and time the person was added to the process
    ​

The following actions are available within the table.

You will need the Full Write Workflows permission to do these actions.

  • View - opens a pop-up containing details related to the current task they are in.

  • Delete - removes the person from the process.

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