Drafts

Select 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:

  • Attachments "" (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 submenu 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 select 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 Microsoft Excel.

Note:

  • For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
  • If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).
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 ""

To find items on the displayed page. When you select this option, the system inserts a row that lets you enter filter parameters.

 

When you select a draft in the Drafts log, the right 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.