Workflow Dashboard

By clicking on the button in the top right corner of the Memority Portal user portal.

The yellow dot indicates the number of user tasks to approve.

Optional : Via the user menu on the left.

If you want to create a specific entry menu to access workflow dashboard, you can configure the built-in feature in the Setting ui.usr.menu.entries by adding one or several id(s): USER_TASKS, SECONDARY_CANDIDATE_USER_TASKS, ADMIN_USER_TASKS, TECHNICAL_ADMIN_USER_TASKS, SUBMITTED_REQUESTS, ABOUT_ME_REQUESTS).

For each id, there will be an entry in the menu that opens the dashboard directly on the configured section.

The user can display two views:

• "all tasks": list of all tasks that can be approved by the user.

• "my tasks": list of tasks assigned to the user.

To display the tasks in this list, the user must assign the task to himself (see "Assign to me" section). A pin is displayed on the line of the concerned Workflow.

When a user assigns himself/herself a Workflow task, other approvers will no longer be able to approve the task, and a padlock will be displayed next to the relevant Workflow line.

When the user assign the task to himself a pin is displayed on the line of the concerned Workflow. Moreover, the task will be displayed in the To approve section.

When a user assigns himself/herself a Workflow task, other approvers will no longer be able to approve the task, and a padlock will be displayed next to the relevant Workflow line.

The button "In progress" allows to see all pending Workflows. 

The button "Finished" allows to see all Workflows that have been rejected, completed or cancelled.

Like "submitted by me" section, there are an "in progress" and a "finished" view for the history.

The administrator can:

• cancel the workflow

• assign to himself/herself

• reject

• approve

• delegate (according to the configuration)

The technical administrator can:

• cancel the workflow

• assign to himself/herself

• reject

• approve

• delegate (according to the configuration)

This action allows to reserve the user task for yourself. The button is not configurable.

For Candidate, Admin and Technical Admin.

This action allows to release the task if the user cannot validate it. The button is not configurable.
It is displayed if the user has reserved a task for himself/herself.

This action allows to approve the user task.

The button is not configurable.

When you approve the user task, a summary will be displayed with:

• id of the attribute concerned by the workflow

• the old value(s)

• the new value(s)

Comment is mandatory or not if the "approve" tag is set to true or false.

In case of approval, the confirmation popup (Yellow message : Are you sure you want to approve this task) can be overriden by using a translation message.

This action allows to reject the user task.

The button is not configurable.

This action allows to delegate the user task to another user and is available only if the delegation is allowed (BPMN configuration or GUI).

The search form corresponds to the configuration of the search widget.

This action allows the administrator or technical administrator to cancel a workflow at any moment.

The administrator or technical administrator can cancel the Workflow directly on the line of the validation step.

The administrator or technical administrator can cancel the Workflow by selecting a user task and by clicking on the "cancel" button.

Approval after delegation

Resolved with
Completed with

Actors, updated attributes & additional properties and comment
Updated attributes & additional properties and comment

Cancel the Workflow

Workflow canceled

Comment

Claim a user task

Assigned

Actors and comment

Delegate a user task

Delegated

Actors and comment

Reject a user task

Rejected

Comment

Reject after delegation

Resolved with rejection
Rejected with

Actors, updated attributes & additional properties and comment
Comment

Timeout

Interruption by a timer event: timeout

-

Trigger a Workflow

Initial operation
Initializing

Updated attributes & additional properties
Actors

Unclaim a user task

Unclaimed

Actors and comment