Workflow Icons Explained

Workflow icons only show if a workflow is configured, the user is configured as a Workflow User, and the Information Manager tray is started.

To setup workflow icons in Sage 300 screens, refer to Extender Workflow- Notes/DML/Extender Tray

One or no workflow icon can be present per screen. Subject to Sage 300 security rights, you can use the icons to view the workflow history.

Depending on the workflow configuration, you can also use the icons to start or progress the workflow.

Click to start manual workflow or view workflow history. There is no pending workflow.

Click to view active workflow. The pending workflow is not assigned to the logged on user.

Click to progress your active workflow. The workflow is assigned to the logged in user and waiting for an action.

Click to progress group active workflow. The workflow is assigned to a workflow user group that the logged in user is part of. The workflow is waiting for an action from one of the group member.

Note: If the workflow icons are not configured in Information Manager Options, users can run the workflow Log reports to view workflow history. Workflow users can use the workflow console to view and progress their active workflows.