Workflow in the Classic user interface
In the Classic user interface, you can view current workflow activities and perform workflow tasks from either the Things to do list or the Workflow Activities screen.
Things to do list
When working in the Classic user interface, you can always access the list of assigned and started activities by clicking the Things to do icon at top right of the screen.
The following screen capture illustrates the Things to do list with a number of assigned activities:
Workflow Activities screen
Select Activities in the slide-out navigation to see the Workflow Activities screen, which shows activities that are part of an active workflow process and which are assigned to you (or any group you are a member of), started by you, and finished by you.
In addition to your assigned and in-progress activities, this screen shows activities you completed (as long as the overall process is still active). The screen presents activities according to status, as follows:
- Assigned Activities
- Click Assigned Activities to see activities assigned to any group you belong to, or to you personally. Click any activity in the list to see details about that activity, such as the Content Manager items associated with this activity, and to pick up or reassign this activity (by clicking Start Activity or Reassign Activity, respectively).
- Started Activities
- Click Started Activities to see activities you picked up but did not yet finish. Click any item in the list to see details about the activity, such as the Content Manager items associated with this activity, and to finish or reassign this activity (by clicking Finish Activity or Reassign Activity, respectively).
- Finished Activities
- Click Finished Activities to see activities you performed and finished. Click any item to see details about the activity, such as the Content Manager items associated with this activity.
If you start typing a search string at top right, you reduce the currently displayed list of activities to a list of only those activities that contain your search string in a number of activity properties. (You can see the default properties being matched against by hovering over the search input box.)
Workflow management
With the appropriate system access, you can perform workflow management tasks in Content Manager Explorer. These tasks include assigning or reassigning activities to users other than yourself (or to a group you are not a member of) and restarting activities that are in a failed state. In addition, you can manage workflow process definitions and associations.
To perform workflow management tasks, you must have System Administrator privileges or Workflow Management rights. With Workflow Management rights, you can perform these actions only on items that are in Publications for which you have the right.
For information on workflow administration, refer to the Administration section of this publication.