Validating a workflow action

If a task is part of a workflow that has already started, you can check whether an action would pass validation before you complete the action.

About this task

If a task is part of a workflow that has started, Select an action to validate is displayed in the user guidance panel.

When you validate an action, the system guides you through the issues that need to be addressed. You can:
  • Use the list of key items as your navigation point.
  • Click a key item to go directly to a field.
  • Follow the messages to understand how to resolve issues.

The list of key items includes required fields and other items that an administrator designated as key items. You can filter the list of key items by all key items, key items that need attention, or incomplete key items. Key items that need attention are included in red in the progress bar. The symbols next to a key item indicate its status. When you click a key item, the curser moves to the field in edit mode.

Procedure

  1. Open the task that you want to work on.
    If it is configured, the user guidance panel displays in the upper right corner of the view.
  2. Click Select an action to validate and choose an action.
    Several changes occur in the user guidance panel:
    • Symbols next to key items change based on the action you chose.
    • Messages might display in the task view under fields that have validation errors.
    • Key items that are specific for the action are added to the list of key items under the title Key Items for this Action.
  3. Click key items that are in error or need to be addressed. Use the selector to filter the key items by all key items, those that need attention, or those that are incomplete. Key items that need attention are included in red in the progress bar.
  4. Follow the messages to understand how to resolve issues.
    After all issues are resolved and the progress bar has no red, the action is validated.
  5. Optional: Click Select an action to validate and validate a different action. Changes occur in the user guidance panel based on the action you chose. Work through the same steps to resolve issues.
  6. After issues are resolved and the task is ready to be finished, click Actions and select the action that you validated.
    The action completes and you have finished your work.