{"id":20292,"date":"2024-02-16T14:55:46","date_gmt":"2024-02-16T13:55:46","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-portal\/user-guide\/workflow\/using-the-workflow-on-the-fly\/"},"modified":"2024-02-16T14:55:46","modified_gmt":"2024-02-16T13:55:46","slug":"using-the-workflow-on-the-fly","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/workflow\/using-the-workflow-on-the-fly\/","title":{"rendered":"Using the Workflow on the Fly"},"content":{"rendered":"<div id=\"main-content\" class=\"wiki-content group\">\n<p>Go to the <strong>workflow<\/strong> tab<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907857-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907857-translated.png\"><\/p>\n<p>&nbsp;  Click workflow <strong>on the fly<\/strong><\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907858-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907858-translated.png\"><\/p>\n<p>Once you arrive at the workflow interface on the fly, you can perform several actions&nbsp;:<\/p>\n<ul>\n<li><strong>Follow up all tasks by email<\/strong><strong><br \/>\n<\/strong><\/li>\n<\/ul>\n<p><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907859-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907859-translated.png\"><\/strong><\/p>\n<ul>\n<li><strong>Cancel Workflow<\/strong><\/li>\n<\/ul>\n<p><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907860-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907860-translated.png\"><\/strong><\/p>\n<ul>\n<li><strong>View Workflow<\/strong><\/li>\n<\/ul>\n<p><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907861-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907861-translated.png\"><\/strong><\/p>\n<ul>\n<li><strong>Edit the workflow&nbsp;<\/strong><\/li>\n<\/ul>\n<p><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907862-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907862-translated.png\"><\/strong><\/p>\n<p>You can also change it by clicking on the pen icon next to the workflow name<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907863-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907863-translated.png\"><\/p>\n<p>By logging in with the account of the actor of the first task.<\/p>\n<p>We will find this pending task in the task bin, just click on the task to preview the document and proceed to validate or reject this document.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907864-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907864-translated.png\"><\/p>\n<p>If the actor validates, the document will move on to the next task, if he rejects the document will leave the workflow.<\/p>\n<p><strong><br \/>\n<\/strong><\/p>\n<p><strong><br \/>\n<\/strong><\/p>\n<p><strong><br \/>\n<\/strong><\/p>\n<p><strong><br \/>\n<\/strong><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Go to the workflow tab &nbsp; Click workflow on the fly Once you arrive at the workflow interface on the fly, you can perform several actions&nbsp;: Follow up all tasks by email Cancel Workflow View Workflow Edit the workflow&nbsp; You can also change it by clicking on the pen icon next to the workflow name [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":20176,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-20292","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20292","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=20292"}],"version-history":[{"count":0,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20292\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20176"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=20292"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}