This help site is based on the available in-product assistance as of December 2016. Please note that this site is provided as a convenience and it does not go through rigorous layout testing.
* The Site Collection view described in this help topic applies to the Nintex Workflow Enterprise Edition. The Site view applies to all editions.
This help topic provides instructions for accessing and viewing workflow inventories from the Workflow Inventory page. This page provides a holistic view of the location, depth and breadth of existing workflows in the site.
Using workflow inventories
The Workflow Inventory page displays all workflows that have been created within the site or site collection. An an administrator, you can view the statistics of a particular workflow or export or edit workflow within the site (or site collection).
To access the Workflow Inventory page:
Navigate to the site, in the Site Actions menu, click on Site Settings.
In the Nintex Workflow group, click Manage Workflow Inventory.
The Workflow Inventory page opens. The list view shows all the currently published workflows for the site. The name of the workflow including the description, who last modified the workflow, and what list the workflow is associated with. Note: The ability to view a workflow, list, site, site collection is based on your SharePoint access premissions. For more information about permissions to perform the actions described, see Security Settings.
Here are some suggested next steps.
Configure the list view
You can change the list view as needed.
You can filter a list by showing only the items that meet a certain criteria. Select a column and specify the values and filter by: Site: Lists the site location of the workflow. Workflow Name: Lists names of existing workflows for the indicated list. Click the name to open the workflow. Workflow Type: Lists the workflow types of existing workflows by site and list. Modified By: Lists the name of the last designer or administrator of the workflow. Modified: Lists the modified dates and times for existing workflows. You can pick a date range (last 7 days, for example) from the drop-down menu. Pubished Version:Lists the publication status of existing workflows. Last Saved Version: Lists the publication status of the latest saved versions of existing workflows. Last Run Time: Lists the last run date of workflows, so you can consider deleting them.
From this display, you have the following options: To delete a workflow, click delete (X) next to the workflow. In the confirmation dialog, click OK. To add or remove columns in the view, click Modify View. Select the columns that you want to show and click OK.
View all workflows in a range of days
You can export workflow inventories to a spreadsheet for further review.
In the table view, click the Modified filter option, and specify a date range as shown:
To change the view, you can sort the list in ascending and descending order.
View version information
In the table view, sort by Published Versions and Last Saved Version.
The list shows all the currently published workflows and last saved versions.
You can export workflow inventories to a spreadsheet for further review.
Click Export table to CSV on the Workflow Inventory page.
From the downloads prompt, open the file. The data opens in a tabular format.
Save the file to a location.
View statistics
You can view the statistics of a particular workflow.
Click View statistics on the Workflow Inventory page.
Select a workflow.
View and interpret the statistics, such as Total Runs and In Progress.
.
View all workflows for the site collection You can view the workflow inventory for the Site collection.
Click View workfows for entire site collection on the Workflow Inventory page.
In table view, specify the desired values, and filter by Site Name, and Workflow Name.
Determine the status of your workflows
You can open a workflow preview, evaluate the status, and track issues.
In the table view, click the workflow name.In the table view, click the workflow name.
In the workflow preview, view the workflow and determine the status. Scrolling over each workflow action provides information on how the workflow action is configured. From this view, you have the following options: Export a workflow:Exports the workflow to .nwf which can be reused in another site. Edit a workflow:Displays the workflow in Workflow Designer, ready for editing. View history: Displays the history of the workflow such as Total Runs, In progress, Cancelled, Max. Duration. View statistics: Displays the statistics of the workflow executions. (Displayed after the workflow has run.) Workflow Schedule:Configures workflows to run automatically at a certain time. After selecting this option, click Add Schedule, and configure the fields as appropriate. External Start URLs: Configures External Start endpoint URLs to automatically start your workflows in response to external events (applies to Site workflows only).
Take an inventory of your workflows
You can take an inventory of the workflows that exist in the site, site collection, or farm.
In the table view, click the Last Run Date filter, and specify a date range, for example, > 365 Days (more than). The list displays all workflows that were run more than a year ago.
Review and delete unused workflows. You can have lists open in another tab while looking at the inventory list.