Redwood: Workflow Approval Search

Welcome to the demo of the Update 25A feature, Redwood View and Approve Workflows, an SCM Product Lifecycle Management. The new workflow user interface enables you to efficiently review workflow information. There is persistent workflow information in the header, compacted view of workflow header attributes with search capabilities, the ability to preview attachments, view tasks by workflow status, and create custom views and filters on workflow history. This enables product management users to review workflows in a timely manner to ensure product development is up to date and as scheduled.

Let's move on to the demo. I've logged in as a change analyst and navigated to Product Management, product development work area. In the side panel, I select Search Product Management under Product Management Experience. I select Workflow from the search dropdown. By Workflow, we mean any object with a workflow. This includes change orders, change requests, problem reports, and corrective actions.

In this case, I want to review a specific change order, so I enter the number. When select the workflow by default, the Attributes tab is displayed. You'll notice in the header, we have many attributes: the workflow name, number, the status, which is shown in the badge, description, change type, reason code, priority, and assigned to. This header persists as I navigate across the tabs, which continues gives you good context of what you're looking at.

There is a new Formatted Description in the General Information section. Currently, this is populated using REST, but in the future you can populate it in the UI. You'll notice that there are five column layout for the main attributes, which are the header attributes and additional attributes which includes global and context sensitive DFFs. Please note that DFFs are not yet supported.

You can use filter chips if you want to jump to a specific section. If you only want to see additional attributes, I can select that. But by default, all attributes are visible. If you're looking for a specific attribute, you can enter that in the search. In this case, I'm searching for everywhere there's a description and it highlights whatever description, wherever that string is displayed.

On the affected objects had, you can see all the affected objects and the DFFs as they were edited. You can also search across the name or description to find the specific affected object. On the Attachments tab, we now support the ability to preview attachments. There's a arrows you can use, so you can scroll through all of the different attachments.

And what this does, it allows you to preview the attachments without having to individually download them and open them. You can also search across attachments or you can use filter chips for category and file type. In the workflow and task tab, the upper section includes a visual representation of the workflow statuses. If there are more statuses than fit in the page, you can zoom out or scroll to see more statuses.

The current status is shown in blue. Future statuses are in gray. And completed statuses are in green. Previously, tasks were available on a separate tab. Since tasks can be associated with specific workflow statuses, we now include tasks along with the Workflow tab. The lower section lists the tasks. By default, we show the open ones or the current or the next status as far as complete before status.

In this case, I'm an approval. So I see interim approval, open tasks as well as approval, which is the next status. If I want to see all of the open tasks across all of the statuses, I select the All Statuses button and I will see all the open tasks. The Relationships tab includes all the relationships for this particular workflow.

I can use the eye icon to see the rules in the right-hand panel. I can also search and use filter tips. By default, the History tab includes all of the attributes that are available. This is similar to the classic UI. However, in this case, for this demo I want to show fewer columns, so I've created a view and saved it a personal view and it shows less columns.

In this case, I want to see just the red lines so I can select item red lines and it will filter out just the red lines and I can see the affected objects and what type of red lines were made or the new value. I can also search or I can use the filter chips to further refine my results in the history table. This concludes the demo of the Update 25A feature, Redwood View and Approve Workflows, an SCM Product Lifecycle Management. Thank you for watching.