Workflow Options from the "Site" Landing Page

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  1. From the Site Landing Page, click on “Workflow” as shown in Figure 1 below.  The screen shown in the Figure 2 below appears.
  2. Select the type of workflow query you wish to run as shown in Figure 3 below.  If the type choice is followed by [user] or [date], make a selection from the “Creating User” dropdown box or enter the date in the “Date” field shown as applicable.
  3. Your query results will appear as shown in Figure 4 below.


Figure 1: Workflow from Site Landing Page


Figure 2: Workflow Screen (Site)


Figure 3: Choosing Workflow Filters By Type (Site)


Figure 4: Workflow Filter Results (Site)

Example: Forms Needing Data Review Flag