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The Inbox is a centralized tab for managing Human-in-the-Loop (HITL) approval requests. When a workflow reaches a Human node, an approval request automatically appears in the assigned reviewers’ Inbox — in the Personal tab or the shared Group tab, depending on the node configuration. With the Inbox, you can:
  • View, process, and track all pending and completed approval requests in one place.
  • Filter and search requests by requester, status, or keyword.
  • Handle both individual and group-based review workflows.
  • Monitor real-time status updates and workflow progress in Workflow Monitor.

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Access the Inbox

  1. Log in to AI for Process.
  2. In the top navigation bar, click Inbox.
  3. Select a tab:
    • Personal — Approval requests assigned to you.
    • Group — Requests assigned to a team or group. You can claim any request to take ownership.
  4. Use the Status filter to narrow results: Pending for Approval (default), Approved, Declined, or Expired.
Inbox

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Respond to a Request

  1. On the Inbox page, open the Personal tab.
  2. Select a request to open its detail view. Each request shows:
    FieldDescription
    SubjectTitle or summary of the approval request.
    DescriptionAdditional details or context about the workflow step.
    MessageInstructions or notes provided by the workflow creator.
  3. Click Approve or Decline.
  4. (Optional) Add comments in the Response field to explain your decision.
After you submit, the request is removed from the pending list. Its status updates in real time in both the Inbox and Workflow Monitor.

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View Completed Requests

  1. On the Personal tab, use the Status filter to select Approved, Declined, or Expired.
  2. Click any completed request to view its final status, the reviewer who acted on it, and the timestamp.

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Handle Group Requests

Requests assigned to a group appear in the Group tab. Any group member can view them, but only one reviewer can act on each item.
  1. Open the Group tab and locate the pending request.
  2. Assign the request to yourself to claim ownership. The request moves to your Personal tab. Assign Group Request
  3. Open the request from your Personal tab and review its details.
  4. Click Approve or Decline, and optionally add comments.
After you act, the request is removed from the unassigned list for all group members. Its status updates automatically in the Inbox and Workflow Monitor. You can view it later under the appropriate status filter in either the Group or Personal tab.