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## 13.1.3.2 Retail & Business Workflow Management – View

This topic describes the systematic instruction to Retail & Business Workflow Management – View option.

Further drill down is provided on the each workflow to view the details of the users/ user groups who are the part of workflow.

To view the approval workflow for corporate users:

1. Navigate to one of the above paths.
   The Workflow Management screen appears.
2. Perform anyone of the following actions:
   - In the Workflow Management screen, enter the party id in the In the Party Id field.
   - In the Party Name field, enter the party name.
3. Perform anyone of the following actions:
   - Click Search. The Workflow Management screen with both Party ID and Party Name appears.
   - Click Clear to clear the search parameters.
   - Click Cancel to cancel the transaction.
4. In the Workflow Management screen, enter the search parameters and click Search.
   The Workflow Management screen with search results appears based on the searched criteria.
5. Click the Workflow Code link to view details of the selected Approval Workflow.
   The Workflow Management - View screen appears.

   Figure 13-11 Workflow Management – View

   Description of "Figure 13-11 Workflow Management – View"

   Figure 13-12 Group Details

   Description of "Figure 13-12 Group Details"

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 13-8 Field Description

   Field Name | Description
   --- | ---
   View | Information specified in below fields are related to View.
   Party ID | Party ID of which workflows to be viewed/ edited.
   Party Name | Party name of Party ID of which workflows to be viewed/ edited.
   Workflow Code | Workflow code is displayed.
   Workflow Description | Workflow description is displayed.
   Approval Details | Information specified in below fields are related to Approval Details.
   Approval Level | User / user group maintained at each approval level.
   User / User Group | User or a user group maintained at each level of approval. On Approval -Workflow screen, Admin User can click on the Name of the user group that is part of the workflow to see the list of users which are part of that Group User can search specific user name, by using the search window on Group Details overlay.

6. Perform anyone of the following actions:
   - Click Edit to edit the workflow.

     The Workflow Management - Edit screen with values in editable form appears.

   - Click Cancel to cancel the transaction.
   - Click Back to navigate to the previous screen.

Parent topic: Approval Workflow - Retail & Business User - Workflow Management