Saving a Draft of a Workflow Business Process
At any time while filling out a business process form (whether creating a new one or responding to a task), you can save your work as a draft and return to it later. The record remains in your Drafts log until you send it.
Note: Saving a draft is only applicable to Workflow type of BP records. For non-workflow type of BPs, saving a record results in creation of a record and not a draft.
To save a draft copy of the workflow business process form
From the File menu of an open business record, click Save. A draft copy of the form with your edits so far is saved in your Drafts log.
To view your drafts
Navigate to the Drafts log by doing one of the following:
- Click Drafts under the Home tab. The Drafts log lists all draft business processes.
- Go to your project or the Company Workspace and navigate to Drafts under the Collaboration grouping node.
Notes:
- Drafts for View-Only and Inactive projects or shells are not listed in the Drafts log.
- The system displays the Tasks, Notifications, and Drafts functional nodes, in the respective Company Workspace and Project/Shell, based on the deployment of your user mode navigators.
To open a draft
Click the gear menu ( ) next to a record from the Drafts log and click Open.
To delete a draft
Click the gear menu ( ) next to a record from the Drafts log and click Delete. The draft form will be permanently deleted. A draft is automatically deleted from the log after the record has been sent or otherwise completed.
Last Published Monday, August 28, 2023