Help Center>Foundation Help

Applies to:

  • Winshuttle Foundation

Using the Process List for Form Workflows

The Winshuttle Process List is the portion of a FormEx site that shows information about any workflow items currently being routed. From the Winshuttle Process List you can do things such as change the appearance of the process List, cancel a form that is routing, or re-assign a process to another user.

Only items that are currently routing through a workflow will be listed. Regular users are not permitted to see other users’ processes. Only Administrators (users with Manage Lists rights) can see all workflow items currently in process for the given site.

NOTE: By default, items listed in yellow are due within seven days and items listed in red are overdue.

On this page

Opening the Process Administration Menu

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The Process Administration Menu enables you to move, cancel or view information about processes.

  1. In the Winshuttle Process List, hover over the process you wish to view, and then click the drop arrow.
  2. Select an option:
    • Edit - View more details on the process, and/or modify the assignment or tasks.
    • Winshuttle History - View the history of approvals and assignments for a process.
    • Cancel Process - Cancel a process.
    • Force Completion (Approved) - Move a process to the end of the workflow with a decision as Approved.
    • Force Completion (Rejected) - Move a process to the end of the workflow with a decision as Rejected.

Re-assigning a process to another user

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  1. In the Administration menu, click Edit.
  2. On the Winshuttle Edit Assignment page, hover over the process name, and then click the drop arrow.

  3. Click Edit Assignment.
  4. Replace the currently assigned user name with the name of the new user.

Modifying the Winshuttle Process List Web Part

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The Winshuttle Process List Web Part can be configured with several options to determine how and what it displays. If you are an Administrator, the changes you make will apply to all users who access this FormEx site. If you are not an Administrator, the changes only apply to your view of the FormEx site.

NOTE: Administrators have access to all Web Part options. Non-Administrators have access to only some of the Web Part options.

To modify the Winshuttle Process List Web Part:

  1. Go to the FormEx site for which you want to modify the Winshuttle Process List Web Part.
  2. Click the drop-down arrow at the top right of the Winshuttle Process List Web Part, and select one of the following from the drop-down menu:
    • If you are an Administrator, select Modify Shared Web Part. The changes you make will apply to everyone who accesses this FormEx site.
    • If you are not an Administrator, select Modify My Web Part. The changes you make will apply only to you.
  3. Expand the Winshuttle Settings , and then modify the Winshuttle Workflow settings..

    See Web Part Configuration Options (below) for descriptions of available options.

  4. Click Apply, and then click OK.

Canceling a Form that is Routing

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  1. In the Winshuttle Process List, place your cursor over the form that you want to cancel.
  2. Click the drop-down arrow to the right of the item name.
  3. From the Winshuttle menu, select Cancel Process.

The form routing will be canceled and listed as Rejected.

Web part configuration options

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The following table describes Web part options, and which options can be edited by standard users (i.e. not administrators).

Administrators can edit all available Web part options.



Configurable by standard user?


The document library columns that are displayed in the Web Part. Multiple columns can be displayed by separating their names with a comma (such as Type, Name, State, Revision).


Due Date Format

How to format due dates that show in this Web Part. This is the standard .NET date formatting functionality.


Dynamic Refresh

Dynamically updates the web parts without reloading page or resubmitting data.



Displays items that match a condition. The condition’s syntax is the same as Transitions in a workflow (such as [Cost] > 1000 && [opRev2] == "yes").


Maximum To Display

The number of documents to display before pagination of the listings begins.


Overflow Behavior

How the Web Part should behave if the number of items exceeds its boundaries on the screen. Select one of the following options:

  • AllPages: Includes numbered pages at the bottom when the Maximum To Display number is exceeded. 
  • DetailView: Includes a single link that will take the user to the detail view for the document library. 
  • PreviousAndNext: Includes arrow links to take the user to the previous and/or next page. 

Note: PreviousAndNext mode is generally recommended for the best performance.

  • Scrolling: Provides a scrollbar and no paging is used.  In the case of the Scrolling setting, Maximum To Display will be ignored.


Scrolling List Height

The number of pixels that the Web Part should be set to if the Overflow Behavior is set to Scrolling.


Show Assignee

Shows a column in the Web Part with the current assignees.


Show Color Warnings

Displays the color warnings for your assignments. Yellow tasks are pending and red tasks are overdue.


Show Due Date

Displays the due date for your task.


Show From All Sites

Defaults to showing all running processes on all sites.


Show Process Hierarchy


Hides forms/processes with a parent form/process, and displays an expand [+] icon next to any form/process with a child form or process.


Show Process Time

Displays the time the process was initiated.


Show Search

Indicates whether to show the search control in the Web Part. This control is a text box and button that searches for a string in the Assignments.


Show Sites

Displays the site the task originated from. This is only displayed if the AllSites feature is activated, either by default through the Site Scope feature, or manually by the user via the AllSites option.


Show Task Name

Indicates whether to include a column in the Winshuttle Task List that shows the name of the task, which is the name of the node in the workflow.


Validate SharePoint Items

Indicates whether the Web Part should validate each item that a process is running on actually exists. If this option is turned on, it will take longer to render the Web Part, since each item has to be validated. If it is off, the Web Part will render more quickly, but there could be invalid items. (The system will handle this properly and give a message that the item no longer exists.)