COBBLESTONE SOFTWARE

Contract Insight — User Guide

Workflow Visualizer

03. Admin User Manual › Workflow Management › Workflow Visualizer

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

See it as a diagram, on a workflow's Overview tab, opens its Workflow Flow — a node graph (Object: Contract Details, in the example) showing the workflow as a grey box, its task as a blue TASK ellipse, and each possible outcome as a green (field update, complete) or red (field update, reject) box, with a dropdown to switch which workflow is shown, zoom/Fit/Arrange/Snap controls, and PNG/SVG export.

2. Key Elements

• Workflow → Overview → See it as a diagram opens Workflow Flow at admin/workflows/{id}/flow
• Legend: Workflow (active/inactive), Criteria, Task, Field update (complete/reject), Next step (solid line) vs Possible next step (dashed line)
• A workflow dropdown at the top switches which workflow's flow is displayed without leaving the diagram
• PNG and SVG export buttons, alongside zoom, Fit, Arrange, and Snap controls, let the diagram be captured or tidied

3. Quick Reference Summary

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