Workflow Instance Window

Use this window to start workflow instances and visualize the process of the instances.

The top of this window displays the information about the instance. The bottom of the window displays the flow path of the instance.

To open this window, from the SAP Business One Main Menu, choose Administration Workflow Workflow Instance .

Workflow Instance Window Fields

Workflow Template
Select a workflow template based on which you want to start the instance.

Instance ID
Displays the ID of the workflow instance that is based on the selected workflow template. It is created by the system in sequence.

Instance Creator
Displays the creator of the workflow instance.

Status
Displays the status of the workflow instance. In Process – displays when the instance is to be processed Completed – displays when the instance is completed Error – displays when the instance is with error Note To view the error information in the Workflow Message Log window, click the link arrow to the left of the Status field when Error appears. No information is displayed in the Status field before you start an instance. End of the note.

Start Date
Displays the date on which the instance starts.

Close Date
Displays the date on which the instance is completed. No information is displayed in Close Date before you complete the instance.

Action
Start – choose this button to start a new instance. Refresh – choose this button to display the updated instance information.

Workflow Icons
Type	Icon	Description
Event	(Start Event)	Indicates the start of a workflow process. This type of process is manually started by the user of SAP Business One.
	(Timer Start Event)	Indicates the start of a workflow process. The system starts this type of process automatically based on the timer settings in Workflow designer in SAP Business One Studio. It is either One Time Start or Recurrent Start.
	(Conditional Start Event)	Indicates the start of a workflow process. The system starts this type of process automatically based on the condition settings in Workflow designer in SAP Business One Studio. You must use JavaScript to define condition settings.
	(End Event)	Indicates the end of a workflow process.
	(Terminate End Event)	Indicates the end of a multi-flow path workflow process. Once the flow path reaches this point, other flow paths are terminated automatically. The whole workflow process then is completed.
Flow	(Sequence Flow)	Shows the execution order of the tasks in the workflow process. If it follows an exclusive gateway, you must define a condition for sequence flow.
Gateway	(Parallel Gateway)	Indicates the spot where the sequence flow splits into multiple flow paths. Users must process each of the flow paths.
Gateway	(Exclusive Gateway)	Indicates the spot where the sequence flow splits into several flow path options. Users only process the flow path that meets the conditions of the sequence flow.
Task	(User Task)	Indicates the task that users process in SAP Business One.
	(Manual Task)	Indicates the task that users process outside SAP Business One, for example, make a phone call or schedule a meeting.
	(Script Task)	Indicates the task that SAP Business One processes automatically. To define script tasks in Workflow designer in SAP Business One Studio, you must use JavaScript.
Task Status	(In Process)	Indicates that the task is in process.
	(Completed)	Indicates that the task has been processed successfully.
	(Error)	Indicates that the task is with error.

More Information

Starting workflow instances and visualizing the process of the instances