Click the Drafts sub-node to see all the business processes that are in a preliminary version. You can navigate to the Drafts node from the left navigator.
The following columns and icons are displayed in the log:
- Attachment icon (displays if the upper form of the drafts has any attachments)
- Business Process (Name of the BP)
- Record Number (Record number of the Draft)
- Title (Title of the draft)
- Origin (The source name where the draft was created)
- Last Saved (The date that the draft was last saved)
- Discussion (Discussion associated with a draft). Classic View only.
From the Drafts log, you can use the gear menu (
) to perform the following actions: Open, Go to Origin, and Delete.
When a draft record is selected from the log, the Record Details, Workflow Progress, and Attachments tabs are displayed on the right pane.
Toolbar Option | Description |
|---|---|
Actions | The following option is displayed: Delete: to delete drafts. |
View | To customize the view according to the following criteria:
This sub-menu will also contain all views that you have created. |
Refresh ( | To refresh the log screen. |
Print ( | To print the contents of the log, export to CSV, or export to Excel. |
Edit View ( | To edit the view of the log. You can edit the view of the following elements on your log:
If you modify the view and do not save the changes, the system keeps the existing name and adds the word "Modify" to the existing name. You can click Clear to clear your selections. |
Search | To open the Search window and enter search parameters. You can search for drafts that are not currently displayed in the log. |
Find on Page | The Find on Page option enables you to find items on the displayed page. When you click the Find on Page option, the system inserts a new row that enables you to enter your filter parameters.
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