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Monitor the workflow and view the transactional data from the Forms. This transaction provides the user with:

  • A view of the current and historical status of each Form.
  • A view of the Form data in its raw state.
  • Views of where the Forms is in relation to the workflow and who are the recipients of the current workflow action.
  • Tools to reassign or re-determine workflow recipients
  • Tools to adjust the current workflow status
  • View logs generated at any point in the workflow process.

Step-by-step guide

  1. Enter the Form name and/or Status and/or Instance GUID

  2. When only a form is entered, it will return all the instances of that form.

3. Highlight an instance to see all the data associated with the form. This includes all the Approvers, Form Data and Error log of the form. Approvers can be changed and redetermined in the Approvers tab.

4. A full audit trail of what happened with the form instance is available here.

5. Workflows can be Cancelled/Changed via the Form Headers section




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