Analyze and export workflow inventories
* The Site Collection view described in this topic applies to the Nintex Workflow Enterprise Edition. The Site view applies to all editions.
This topic describes how to configure views of workflow inventories and export workflow inventories, and describes common analysis tasks.
With the appropriate administrator rights, you can view and filter workflow inventories based on site collection, site, list, or date. Your inventories can be exported as CSV files.
The table view shows the name of the workflow including the description, who last modified the workflow, and what list the workflow is assigned to. You can filter the list by showing only the items that meet a certain criteria.
To configure the list view
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In the table view, click a column header, and select a value from the drop-down menu.
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The list updates and displays the results. From this display, you can perform these tasks:
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To delete a workflow, click X (delete) next to the workflow. In the confirmation dialog, click OK.
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To add or remove columns in the view, click Modify View. Select the columns that you want to show and click OK.
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To export workflow inventories to a CSV file
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.
To view all workflows in a range of days
You can view all workflows that were run over the last week, month or year.
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In the table view, click the Modified filter option, and specify a date range.
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To change the view, you can sort the list in ascending and descending order.
To view version information
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In the table view, filter by Published Versions and Last Saved Version.
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The list shows all the currently published workflows and last saved versions.
For more information about publishing (or unpublishing) workflows, see Managing workflows.
To view statistics
You can view the statistics of a particular workflow.
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Click View statistics on the Workflow Inventory page.
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Select a workflow.
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View and interpret the statistics, such as Total Runs and In Progress.
To view all workflows for the site collection
(Site Collection administrator only.) You can view workflows for the entire site collection.
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Click View workflows for entire site collection on the Workflow Inventory page.
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In table view, specify the desired values, and filter by Site Name, Workflow Name.
To identify unused workflows
You can take an inventory of the workflows that exist in the site or site collection.
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In the table view, click the Last Run Date filter, and specify a date range. The list displays all workflows that were run more than a year ago.
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Review and delete unused workflows. You can have lists open in another tab while looking at the inventory list.
To determine the status of your workflows
You can open a workflow preview, evaluate the status, and track issues.
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In the table view, click the workflow name.
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In the workflow preview, view the workflow and determine the status.
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Scrolling over each workflow action provides information on how the workflow action is configured.
From this view, you have the following options:
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Export a workflow: Exports the workflow to .nwf which can be reused in another site.
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Edit a workflow: Displays the workflow in Workflow Designer, ready for editing.
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View history: Displays the history of the workflow such as Total Runs, In progress, Cancelled, Max. Duration.
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View statistics: Displays the statistics of the workflow executions. (Displayed after the workflow has run.)
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Workflow schedule: Configures workflows to run automatically at a certain time. After selecting this option, click Add Schedule, and configure the fields as appropriate.
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External Start URLs: Configures External Start endpoint URLs to automatically start your workflows in response to external events (applies to Site workflows).
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