Drafts

Click Drafts to see all the business processes that are in a preliminary version. You can navigate to the Drafts functional 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)

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: Saved in last 7 days Saved in last 30 days Group by Business Process Group by Origin All Drafts Create New View... Manage Views... This sub-menu will also contain all views that you have created.
Edit View(  )	To edit the view of the log. You can edit the view of the following elements on your log: Columns Filters Group By Sort By 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.
Refresh (  )	To refresh the log screen.
Print (  )	To print the contents of the log, export to CSV, or export to Excel.
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.

When you click on a draft in the Drafts log, the right-hand part of the log provides properties information by way of the following tabs:

Record Details tab
This tab contains the details associated with the BP record, which can be edited when the BP record is opened from the drafts log.

Workflow Progress tab
This tab provides the following workflow details about the BP that was indicated in the selected notification:
- Step Name
- Assignee
- Company
- Status
- Action
- Completion Date
Attachments tab
This tab provides details about the attachments that were included in the BP that was indicated in the selected draft.

See Also