User Guide PMWEB 2025
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  (c) PMWeb, Inc., 2025

Visual Workflow Section

 
Use this interactive chart to view the business process design and to access dialogs in which you can view and edit the detailed settings for every step.
 
Visual Workflow Section
1

SHOW.... BUTTONS

1. SHOW.... BUTTONS
Select a radio button to either display roles in the role steps in the chart or the names of users in the roles.
2

SUBMITTER BUTTON

2. SUBMITTER BUTTON
Click this element to open the Submit version of the Workflow Action Dialog.
3

WITHDRAWAL BUTTON

3. WITHDRAWAL BUTTON
Click this element to open the Withdraw version of the Workflow Action Dialog.
4

ROLE STEP BUTTON

4. ROLE STEP BUTTON
Rectangles represent role steps. Click the rectangle to open the Define Role Step Dialog.
5

BRANCH RULE BUTTON

5. BRANCH RULE BUTTON
Lozenges represent branch rule steps. Click the lozenge to open the Define Branch Rule Dialog.
6

BRANCH DRILL DOWN

6. BRANCH DRILL DOWN
Click this icon to drill down on the branch rule step.
7

FINAL APPROVE BUTTON

7. FINAL APPROVE BUTTON
Click this element to open the Final Approve version of the Workflow Action Dialog.
8

REJECTION BUTTON

8. REJECTION BUTTON
Click this element to open the Reject version of the Workflow Action Dialog.