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Opening the Unity Workflow Interface

The Unity Workflow interface is opened by clicking the Workflow button:  

The Workflow layout is displayed. The Workflow layout provides the following functionality:

  • Viewing Life Cycles and Queues
  • Viewing an Item in a Queue
  • Executing Ad Hoc Tasks
  • Working With Related Items
  • Queue Administration
  • Changing the Workflow Layout

Viewing Life Cycles and Queues

To view a life cycle, select a life cycle from the Life Cycles pane.


All life cycles and queues to which a user has rights are available for selection.

Help text for life cycles and queues is displayed when hovering over life cycles and queues that are configured with help text.

To view a queue, expand a life cycle by clicking the corresponding arrow in front of the life cycle name. Clicking a queue will open its contents in the Inbox.

Searching for Life Cycles and Queues

Search for a life cycle or queue in the Life Cycles pane by typing in the search field. The Life Cycles pane is filtered as you type, and the results are highlighted.

Click a life cycle or queue in the results list to navigate to that life cycle or queue. To clear the search results, press the ESC key or click the x button in the search field.

Refreshing a Life Cycle or Queue

To refresh a life cycle or queue, do one of the following:

  • Right-click a life cycle or queue and select Refresh.
  • Select a life cycle or queue, then click Refresh on the ribbon.
  • Select the Refresh button on the inbox toolbar.

This updates the life cycle or queue as well as queue counts.

Add a Queue to a Personal Page

To add a queue to your Personal Page layout, do one of the following:

  • Right-click a queue and select Add To Personal Page.
  • Select a queue, then select Add this layout to my personal page from the Personal Page button on the Home ribbon.

Note: If a queue is added to your Personal Page and your privileges to the queue are revoked or if the queue was configured as an auto-feed queue and the Auto-Feed setting is removed from the queue, the queue will be disabled in you Personal Page.

Note: Non-document Workflow queues cannot be added to your Personal Page.

Creating a List Report

If you have the appropriate rights, you can create a list report by right-clicking a life cycle or queue and selecting Create List Report.

 

 

 

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