Process Control Overview
The Process Control Overview is the hub for every controlled workbook. It has three tabs.
Overview Tab
What you see:
Process name and description (collapsible).
Role assignments and user permissions.
Available task buttons (e.g. Submit, Approve, Reject) — only shown when all conditions for that task pass.
Submission Status Indicator — tracks the current submission in real time.
Actions in the menu:
Action
What it does
Refresh
Re-reads workbook hashes and re-evaluates which task buttons are available. Use this after editing cell values that are part of a condition.
Update process
Opens the wizard pre-filled with existing data to publish a new process version.
Lock File
Re-applies lock and protection (useful after temporarily unlocking to edit).
Reset Submission
Clears the current chain and returns to the first task step.
Submissions Tab
Lists all chains for this process group.
Toggle between Pending and Completed (Approved / Rejected).
Click Open on any submission to download that submitted file.
Scrolls infinitely for large histories.
History Tab
Shows the current chain as a step-by-step timeline:
Each step: task name, completed by, date and time.
Click the comment icon to read the full note left at that step.
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