Summary
This article walks you through how to access a record from a workflow.
Use Case
At Classics Inc., a legal operations user needs to review a completed supplier agreement and its metadata after the workflow is archived. They open the workflow from the Dashboard and use the link in the Activity Feed to access the resulting record.
Permissions
| Features | Workflows |
| Permissions | To access the record from a workflow, you must have access to the workflow—through Workflow Access or participant status—and view access to the resulting record in the Repository. |
Access Record from the Workflow
After you archive your workflow, a record is automatically created and linked to from the workflow. If you click this link, it directs you to the record where you can view the preview of your record.
To access a Record:
- Click on the Dashboard tab, and then click Completed in the left panel.
- Open the workflow you want to view the record of.
- In the Activity Feed, locate the [your archiver’s name] archived the workflow and created a record entry. Click the link below it. Your record displays.
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