View Workflow Details
The View Workflow screen allows you to view details for workflows in your database. A 'workflow' in Rev.io PSA is a notification that you can set to trigger off a variety of different events and conditions.
Each field on the View Workflows screen is defined below.
| No. | Label | Definition |
| 1 | <Workflow Name> | Name of the workflow. |
| 2 | Triggering Event | The event that triggers the workflow. Event options include Calendar Event Created and Calendar Event Modified. |
| 3 | Edit Workflow | Click to edit the workflow. |
| 4 | Set to Inactive/Active | Click to change the status of the workflow to Inactive/Active. |
| 5 | Back to Workflows | Click to return to the Workflows List view. |
| 6 | Status | Status of the workflow. Status options include Active and Inactive. |
| 7 | Workflow Name | Name of the workflow. |
| 8 | Triggering Event | The event that triggers the workflow. Event options include Calendar Event Created and Calendar Event Modified. |
| 9 | Condition | Conditions that specify when the workflow should trigger. |
| 10 | Reaction Type | Reaction type the system uses when the workflow triggers. Email is currently the only option. |
| 11 | Email Template | The email template used when the workflow triggers. |
| 12 | From Name | The name on the email address that the notification email sends from when the workflow triggers. |
| 13 | From Email | The email address that the notification email sends from when the workflow triggers. |
| 14 | Subject Line | The subject line for the email to be sent when the workflow triggers. |
| 15 | Send To | The email address where an email is sent when the workflow triggers. |
| 16 | Additional Emails | Additional email addresses to be notified when the workflow triggers. |
| 17 | Workflow Visualizer | View a summary of the options selected when creating the workflow. |
These actions are available on the View Workflow screen.
- Edit the workflow by clicking the Edit Workflow button on the toolbar. See the Create/Edit Workflows article for more information.
- Set the workflow to an active/inactive status by clicking the Set to Active or Set to Inactive button on the toolbar.
- Collapse or expand the Workflow Visualizer sidebar by clicking the double arrow icon on the right side of the screen.