Saving a Draft of a Workflow Business Process

At any time while filling out a business process form (whether creating 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, select 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:
  • Select 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.

    Note:

    • Drafts for View-Only and Inactive projects/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:

• Select the gear menu () next to a record from the Drafts log, and select Open.

To delete a draft:

• Select the gear menu () next to a record from the Drafts log, and select 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.