Documentation

Navigating the Workflow Interface

The Workflow interface in HuLoop is divided into four main tabs, each designed to help you manage different aspects of your workflows efficiently.

1. Task: When you click Workflow from the HuLoop homepage, you are taken directly to the Task tab by default. This tab shows all the workflows assigned to you. You can view tasks that require your action, track deadlines, and update statuses.

2. Instances: The Instances page helps users and admins to view, track, and manage workflow instances.

For Regular Users:

• Displays only workflows they have created, own, or execute.
• Defaults to showing only Running instances.
• Can be filtered by:
  • All
  • Running
  • Completed
  • Stopped
  • Failed

For Admins:

• Displays all running instances across the system.
• Includes the same filtering options.
• Allows centralized monitoring of workflow status across users and teams.

This page improves visibility and streamlines instance tracking and management, especially in large organizations.

Viewing Instances from the Templates Tab: Users can also view, track, and manage workflow instances from the Workflows tab by clicking a specific template name (e.g., Loan Approval Workflow). This opens the Template Overview and Instances page.

Key Features of This Page:

• Template Details Panel: Shows metadata like name, creator, last update date, status, and permissions.
• Instances List: Shows running and completed instances of the selected workflow.
• Filtering Options:
  • All
  • Running
  • Completed
  • Stopped
• Search Bar: Appears if more than 8 items are listed.
• Start Instance Button: Executes latest published instance. Visible only to users with permission to execute the workflow.
• Edit and Disable Buttons: Visible to owners, creators, or admins when permitted.
• Pagination: Shown if more than one page of results is available.

You can view past executions and use this overview to assess workflow performance or troubleshoot failures.

3. Workflows: Use this tab to create new workflows or view those you’ve already created. This is your main workspace for designing and managing automation templates.

4. Groups
   In this tab, you can create and manage user groups. Groups are helpful when you want tasks to be available to a set of users, rather than assigning them to an individual. See Managing Groups in Workflow.

Use the Search bar on the Workflow, My Work, and Groups pages to quickly find specific workflows, tasks, or user groups by their names. This helps streamline navigation and task management.