User Guide | 2019.2

Evaluating workflows

You can evaluate a workflow to view any potential problems and correct them. For example, if a state is configured to only allow assigned users to enter an event, but the state can be reached through an event other than an assignment, it is reported as a potential problem.

1. Choose Tools > Administration > Workflow.

The Configure Workflow dialog box opens.

2. Select an item Type.

3. Click Evaluate Workflow.

A message is displayed to indicate if the workflow is configured correctly.

If problems are found, the Potential Issues dialog box opens.

4. Click Save As to save the information as a text file. You can use this file to troubleshoot workflow problems. See Resolving workflow problems.

5. Click OK when you finish.