Managing Workflows with Reports
How to Manage Workflows with Reports | Perform actions on pages, components, assets, and folders associated with workflows or download workflow reports.
Prerequisites: See Workflows Designer Prerequisites for details.
In the Workflow Reports Manager, administrators can view content items added to workflows.
Administrators can perform the following actions:
- Advance or remove content items in workflows.
- Filter reports to display individual workflow information.
- Export an Excel spreadsheet containing workflow reports information.
To manage a workflow with a report:
- Navigate to Administration > Workflows Designer.
- Choose one of the following steps:
- Without selecting any workflows in the list, click Reports. A list of all pages, components, assets, and folders associated with workflows displays.
- Select a workflow in the list and click Reports. A list of all pages, components, assets, and folders associated with the selected workflow displays.
Additional Information:
The Workflows list columns includes:
Column Name Description Page Name of the content item assigned to the group. Tip: Click the name to navigate to the content item.
xID ID associated with the content item. Schema Schema associated with the content item. Version Notes: CMS 10.5 This column displays to users in CMS 10.5.
Workflow Workflow definition associated with the content item. Assigned To Current user or group assigned to the content item. Last Updated Date when users last made changes to the content item. Last Comment Comment that a user provided when they last advanced the content item in workflow. Tip: Click a column header to alphabetize its data.
- Choose from the following actions:
- Click Back to return to the table of workflows.
- Select one or multiple items in the list and click Advance. Complete the remaining steps for advancing items in workflow.
Note: The Advance button becomes active if multiple selections associate with the same workflow and if the selected items can advance from their current workstate.
- Select one or multiple items in the list and click Remove to withdraw the selected page(s) from the workflow. In the resulting dialog, confirm your selection.
- Click the Select drop-down list and choose an individual workflow to display all associated pages, components, assets, and folders.
- Click Export to download the displayed list to your computer as an Excel spreadsheet.