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Perform a Workflow Action or View History

Perform a Workflow Action

Use the Workflow Actions tab to transition items through a workflow.

  1. Click an available transition on the workflow map.
  2. Enter a comment.
  3. Confirm the transition.

Or

  1. From the Actions menu in the item header, select Workflow Transition.
  2. In the Workflow Actions dialog, select a transition from the drop-down menu.
  3. Enter a comment.
  4. Confirm the transition.
Note: The Actions menu is always available in the item header, so you can transition an item without going to the Workflow Actions tab.

View Workflow History

To view the history of an item within a workflow.

  • Click history next.

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