Run & Manage Workflows
Swivel Workflows Experience
Learn to view, manage, and filter workflow steps by date, user, Group, workflow type, status, and active or archived status, including how to use the Me and my groups checkbox.
Overview
Section titled “Overview”The Workflows experience helps you view and manage workflows in your account. It focuses on the next workflow step due in a given workflow and gives you a larger view of your workflows compared to the Dashboard Workflows Widget.
Filters Available on the Workflows Tab
Section titled “Filters Available on the Workflows Tab”The following filters are available from the workflows tab:
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Filter by Date: Filter the workflow steps available within a given date range
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Filter by User: Select the user filter to choose one or more users or Groups from the list and view the workflow steps assigned to them. Use the search box in the list to find a name. Select the Me and my groups checkbox to add yourself and your Groups to the selection, or clear it to remove them.
- Checked: Selects you and your Groups. The list shows workflow steps assigned directly to you and workflow steps assigned to your Groups.
- Unchecked: Removes you and your Groups from the selection. Any other users or Groups you selected stay selected.
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Additional Filters:
- Workflow Type- Select from the given Workflow Type selections where workflows are created on the Workflow Templates Configurations. (Ex: filtering by Contact returns results of all workflows configured on the Contact level.)
- Workflow Status - Filter your workflows by: Scheduled, Running, Completed, Expired, or Canceled
- Active/Archive Status - Determine whether you would like to view Active or Archived Workflows