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
The following filters are available from the workflows tab:
Filter by Date: Filter the workflow steps available within a given date range
Filter by User: Use the user filter to select one or more users or Groups and view the workflow steps assigned to them. Use the Me and my groups toggle to include or exclude workflow steps assigned to your Groups.
On — Shows workflow steps assigned directly to you and workflow steps assigned to your Groups.
Off — Shows only workflow steps assigned directly to you.
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