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 (10) - The Version of the open Process record.
• Period (11) - 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 (12) - 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 (13) - 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 (14) - 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 (15)
• Process version selector (16)
• Started, Planned, and Scheduled (not shown) Records selectors (17)
• Record Filter selector (18)
• Detail display preference selector (19)
• Refresh button (20)
• Settings button (21)
• Filters button (22)
• Download button (23) - 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 (34). The Versions list shows:

• Version Name (35)
• Version precedence (36)
• Number of started Process Instances (37)
• Status - Active/Inactive (38)
• Last Modified Date (39)

The following actions may be performed on a Version record:

• Export (40) - Downloads a JSON file of the version configuration. Such files can be then be imported into Work-Relay using the Import button. (43)
• Clone (41) - Creates a non-primary, inactive copy of the selected Process Version.
• Start a new Process Instance (42) of the selected version.

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

• Make Primary (44) - 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 (45) - 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 review the dedicated 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 (55) of record - Note or Attachment
• Title (56) of the record - Clicking the link will display a popup containing additional details about the record.
• Last Modified Date & Time (57)
• Creator of the record (58)

The following actions may be performed by using the buttons above the record list (59):

• 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 (60), that allows the user to Edit or Delete the selected entry. Additional information is available in the dedicated Notes and Attachments article.