Contents of the Manage Workflow Cases Screen

Use the fields and options to configure the Manage Workflow Cases screen.

Identification

Use this groups box to specify the workflow you want to use.

Field Description
Workflow

Use this field to enter, or use to select, a workflow that has already been set up in the Manage Workflow Models. The Active check box in the Manage Workflow Models screen must also be selected.

If you have used to locate a workflow, the Active, Case, Start Date/Time fields and the Label column in the Workflow Case Values and Document Case Values subtasks are automatically populated. The Completion Date/Time field may also be populated if all the required activities for your workflow have been finished.

Case

This field displays the case associated with this workflow.

Case is a unique number used to identify an instance of a workflow. If you are initiating a case, this numeric field is generated when you click on the toolbar. If you use , the previously generated case number displays in this field.

Note: The sequential number generated for this field allows multiple instances of a particular workflow.
Active

This field displays Y (Yes) or N (No) to reflect the status of the Active field in the Manage Workflow Models screen.

Domain

This field displays the value from the Domain field on the Manage Workflow Models screen. It describes the set of Costpoint functions most commonly used for the workflow activities. The Costpoint domains are:

  • Accounting
  • Materials
  • Others
  • People
  • Projects
Case Status

This field displays the status of the case for this workflow.

Starting Date/Time

This field displays the date and time this case was initiated.

If you are initiating a case, this field displays the current date and time when you click .

Completion Date/Time

This field displays the date and time this case was completed.

If you are initiating a case, this field remains blank.

Autoload Case Labels

Click this button to automatically load all case labels available for this workflow to the Workflow Case Values subtask.

Case Notes

Use the field in this group box to enter any additional notes specific to this workflow case.

Subtasks

Subtask Description
Workflow Case Values Click this link to open the Workflow Case Values subtask and specify values for this workflow case.
Document Case Values Click this link to open the Document Case Values subtask and specify values for documents associated with this workflow case.