Workflow Path

The Workflow Path in Workbox provides a complete visualization of the approval process that a work item follows before it is finalized. It allows users to see, at a glance, where a work item currently stands in the approval process and who has taken action on it. This transparency helps teams coordinate approvals efficiently and track accountability throughout the workflow lifecycle.

Purpose of the Workflow Path #

The Workflow Path enables users to:

• View the sequence of approval steps that a work item passes through.
• Identify the specific users responsible for reviewing or approving at each step.
• Track the current status of each workflow stage—such as Pending, Approved, or Rejected.
• Confirm when the final approval has been reached (e.g., Approved or Published).

Key Details #

The Workflow Path ensures clarity and control over each approval process, with several important functional characteristics:

Visibility:
Only users who are participants in the workflow can view its Workflow Path. This ensures that sensitive approval details remain visible only to those directly involved.

Access:
The Workflow Path is available directly within the Workbox interface and cannot be downloaded or exported. It serves as a live, read-only view of the approval process.

Transparency:
All users included in the workflow can view every step, even those not directly assigned to them. This makes it clear where the work item stands and which approvals are complete or pending.

Historical Data Limitation:
Work items approved or rejected before August 31, 2025, may incorrectly display older steps as Pending. This is a known limitation and does not affect the actual approval result.

Performance Considerations #

The Workflow Path integrates with Assette’s broader tracking system for life events. These events include content updates, template modifications, workflow activities, and engagement data. Since these events generate a large volume of records, they are optimized for performance to ensure that the application remains responsive.

As a result, there may occasionally be a short delay before the latest workflow events appear in the Workflow Path. This is intentional and helps preserve system speed while maintaining the integrity of event history.