The Totals subtab displays a number of charts that allow the user to visualize process execution statistics. The data displayed in the charts is defined by modifying the options at the top of the page:

• Metrics for Process Version - The Version of the open Process record.
• Period - The date range for the data that should be reflected in the charts. Process Instances started within the selected range will be included.
• Display Sub-Process Steps - An option to include or exclude statistics for sub-processes included in the selected Process record. (Only applicable for a Process that contain sub-processes.)

Similar to the native Salesforce dashboard feature, the following actions are available, in order to display the most up-to-date information in the charts:

• Recalculate Totals - triggers a full refresh of statistical data. All underlying Flow Step Statistics will be deleted and recalculated anew. This action should not need to be performed very often. When clicked, the user must confirm their desire to recalculate. The most recent calculation date will be displayed next to this button.
• Refresh - gathers all Flow Step Statistics pertinent to the Process, adds them to the current statistical data, and refreshes the charts with the updated dataset. This action is similar to refreshing a native Salesforce Dashboard.

The following charts are available:

• Process Instance States - Displays all Process Instances started within the selected period, grouped by their current state.
• Active Steps by Risk of Being Late - Displays all active steps for Process Instances in progress, grouped by their risk of being late.
• Assignee Task Load - Displays the number of steps assigned to each Assignee, within the specified period, grouped by status (Active, Completed, Late).
• Process Step Metrics - Displays the total occurrences of each metric for every step of the process, within the specified period.
• Step Completion Metrics - Displays the steps completed across all process instances within the selected period, grouped by On Time/Late.

Clicking on a Step Name in the Process Step Metrics chart displays more granular data related to the Step:

For additional details, please review the dedicated Process Step Metrics article.

The Instances subtab displays high-level details of the Process Instances that have been initiated. This screen contains the following elements:

• List of Instances
• Process version selector
• Started, Planned, and Scheduled (not shown) Records selectors
• Record status selector ("All"/"Completed"/"Active")

There are also some buttons:

• Detail display preference selector
• Refresh button
• Settings menu button ("gear" icon)
• Filters button
• Download button (downloads the statistics in comma-separated values (CSV) format).

For additional details, please review the dedicated Process Instances article.

The Versions subtab allows the user to view and manage Process Versions. The Versions list shows:

• Version Name
• Version precedence (is version primary or not)
• Number of started Process Instances
• Status (Active/Inactive)
• Date and author of last modification

Also, the following actions may be performed on a Version record (in the "Action" menu):

• Export - downloads a JSON file of the version configuration. Such files can be then be imported into Work-Relay using the Import button
• Clone - creates a non-primary, inactive copy of the selected Process Version
• Start a new Process Instance  of the selected version

The following actions may only be performed on non-primary Version records:

• Make Primary - removes the Is Primary designation from the current primary Version record and sets the selected Version record as primary (i.e., this Version will be used when a new Process Instance is started)
• Delete - fully deletes the selected Version record

From version 8.2 onward, changes made to a Process Version are stored in the Audit Trail. For additional details, please see the Audit Trail article.

The Notes and Attachments subtab allows the user to add and manage notes and file attachments related to current process. This table will display:

• Type of record - Note or Attachment
• Title of the record - clicking the link will display a popup containing additional details about the record.
• Last Modified Date & Time
• Creator of the record

The following actions may be performed by using the buttons above the record list:

• New Note - allows the user to create a new Note record for the Process.
• Attach File - allows the user to create a new Attachment record by uploading a file
• View All - displays a popup containing a list of all records, providing separate lists of Notes and Attachments.

Each table entry has a row action menu, that allows the user to Edit or Delete the selected entry. Additional information is available in the dedicated Notes and Attachments article.

This subtab is open by default. It shows a list of records, Process Progress Component, and several controls:

The controls over the Records List are used to change which records to show:

• Started Records and Planned Records buttons are switching between started and planned records correspondingly
• Status picklist allows to filter which instances should be shown:
  • All
  • Active only
  • Completed only
  • Inactive only
  • Only instances that are Active and Completed at the same time
• Search button allows to show instances whose names contain text typed in Search input

The Records List shows all current process instances information:

• Record Name as a link that makes Progress Component load data for this instance
• Name of process version which this instance has been started at
• Start Date - date and time when this instance has been started
• Total duration of the instance
• Number of branches in this process instance
• Checkbox indicating if this instance is completed
• Checkbox indicating if this instance is active

Also each instance entry has a menu that allows to to following actions (in the "Actions" menu):

• View Process makes Progress Component load data for this instance)
• Open Gantt shows the Gantt chart for this instance
• View Record goes to the proper record page
• Delete deletes this instance (not a whole process, only the current instance)

This subtab shows a list of process versions and allows managing of them. Versions list shows:

• Version name
• Version precedence (is version primary or not)
• Number of started instances
• Status
• Last modification data

Versions list allows the following actions for each entry (on the "Actions" menu):

• Export - this will automatically downloads a JSON file with %version_name%.wrpv name. Such files can be imported using "Import" button
• Clone version - this will make a non-primary inactive copy of selected version
• Start a new process instance on selected version

Non-primary versions also have these abilities:

• Make primary makes selected version primary (started by default) and, correspondingly, de-primarizes current primary version
• Delete fully deletes selected version

This subtab shows a list of tasks and issues created for any step of any started instance of the current process. The data in this list are:

• Object - record name which instance has been started at. This is a link going to proper record page
• Type of the entry - "Task" or "Problem" (issue)
• Step name which task or issue is related to
• Title - an issue or task header
• Name of parent issue (if any)
• Assignee name as a link to proper profile
• Priority indicator
• Creation and estimated finish (due) dates
• Issue / task status

This subtab allows to add and manage notes and file attachments related to current process. It contains:

• Combined list of notes and attachments, that shows:
  • Entry type
  • Entry title link
  • Last modified date & time
  • Author (created by)
• Control buttons:
  • "New note"
  • "Attach File"
  • "View All"

Also, each entry of list has n "Actions" menu, that allows do some actions with entries. Working with notes and attachments is described in the proper article.

This subtab shows a statistics for all process instances:

• Basic information:
  • Total amount of instances
  • Amount of completed instances
  • Amount of active (started but not completed) instances
  • Quantity of steps in process (not including subprocesses)
  • Number of branches in the current process
  • Number of responsibilities in the current process
• Steps Summary:
  • Step name
  • Execute Frequency
  • Late Frequency
  • Minimal Duration through all instances
  • Average Duration through all instances
  • Maximal Duration through all instances
  • Planned Duration (if set)
• Progress of Completion:
  • Record name which instance has been started at (as a link to proper record)
  • Progress bar representing process steps proceeding percentage
• Instances Risk Summary:
  • Record name which instance has been started at (as a link to proper record)
  • Risk estimate indicator

Each section (except Basic Information one) has "Refresh" button that allows to load actual data from the server:

This subtab contains an automatically generated Progress Dashboard for the current process.