View the Current Workflow

Viewing a document’s current workflow information allows you to identify which workflow the document is in, its current status in the workflow, and the possible transitions to the next state in the workflow.

Use these steps for PowerUser and PowerWeb.

To view the current workflow:

  1. Choose between two options:

    • On the document’s Document property page, click the Status hyperlink.

    • In the view bar, click the Workflow Diagram icon .

      The Document Workflow window or page opens.

      Each state of the workflow appears as a colored rectangle. The current state of the document is boldly outlined in black. The names of workflow transitions (actions) are shown in white rectangles. Lines connect each transition from one state to another state. The direction of each transition is indicated by an arrowhead. In PowerWeb, you can hover the mouse pointer over a transition box in the diagram, the unrelated states and transitions are dynamically hidden.

      If the current workflow type is a workflow definition, the outgoing transitions of the current state are listed at the bottom of the dialog with the current status of each one. If the Meridian Advanced Project Workflow Module is enabled, document workflow transitions may be interlocked with project workflow definitions. The status of these interlocks will also be shown in Status. The possible states of the interlocks are described in the following table.

  2. To inspect complex workflows, use the zoom tools in the toolbar or scroll the mouse wheel.

  3. Click and drag the diagram to pan.

  4. Click OK to close the window.