Track Document Versions in Business Flow View

Track all versions of a transaction document submitted for each flow step in a business flow instance.

Before you start

Ensure that Document Versioning is enabled in a flow step of the selected business flow instance.

Here's what to do

1. Click Menu () and then click Operations.
2. Click Documents ().
   Document summary dashboard opens.
3. Click document number with a version badge attached to it.

   The selected document opens with Document Details drawer.

4. Click Business Flow tab and select one of the business flow steps.
   A drawer appears showing transaction data.

   

   The Document Cross Reference lists all the submitted versions of a transaction document for a selected flow step. To view any specific version, the following criteria should be met.

   • If you have permissions to view document versions, each document version appears as an active link. The version badge in gray box indicates the version number.
   • If you do not have permissions to view document versions, the document name and badge do no provide an active link and a tooltip is shown with a message You do not have permission to view this version.
   • To view latest version, click Go to <latest version> available under each version.
5. Click Cancel to close the drawer.