Portal Community

Dashboard Layout

The UnifiedDashboard component renders a three-panel layout. Each panel lists entities at one level of the hierarchy. Selecting an item in the left panel populates the centre panel, and selecting in the centre populates the right.

PanelShowsActions Available
LeftAll Projects accessible to your accountNew Project, Edit, Delete, Search
CentreProcesses (workflow definitions) inside the selected ProjectNew Process, Duplicate, Version History, Delete
RightProcessThreads (instances) for the selected ProcessNew Thread, Lock/Unlock, Open Designer, Delete

Projects Panel

A Project is the top-level container. It belongs to a tenant and carries its own access control list. Everything you build lives inside a project.

Tenant Isolation Projects are tenant-scoped. You will only see projects for the tenant your account belongs to. Cross-tenant collaboration is not supported at the project level.

Processes Panel

Select a project to see its Processes — the workflow definitions. A Process is a versioned blueprint. You do not execute a Process directly; you create a ProcessThread from it.

ProcessThreads Panel

A ProcessThread is a concrete, editable snapshot of a Process version. This is what you open in the canvas designer. Each thread tracks its own execution history.

PropertyDescription
NameHuman-readable label for this thread (e.g., "Sprint 3 Build", "v2 Testing")
StatusDraft / Locked / Published / Archived
Locked ByThe user who has the thread checked out for editing. Empty if unlocked.
Last ExecutedTimestamp of the most recent execution run
Last ModifiedWhen the workflow graph was last saved

Locking and Editing

To prevent concurrent edits from overwriting each other, ProcessThreads use a locking model. Only one user can hold the edit lock at a time.

1

Lock for Editing

Click the Lock button on a thread card. The system checks that no one else holds the lock. If successful, the button changes to Unlock and your avatar appears next to the thread name.

2

Open Designer

Click Open to navigate to the canvas. If you do not hold the lock, the canvas opens in read-only mode — you can inspect but not edit.

3

Release Lock

Click Unlock on the dashboard or use the Back to Dashboard button from the canvas. This releases the lock so others can edit.

Lock Expiry Locks expire after 4 hours of inactivity. If your lock expires while you have unsaved changes, Flow Studio will prompt you to re-acquire the lock before saving.

Dashboard Search and Filters

Each panel has its own search field. The search is client-side and instant — it filters displayed items without an API call. Available filters: