Workflow Versions Management

Introduction

Feature Overview

After a new workflow version is enabled, the previous version will not be discarded. This ensures that data currently in the flow can be unaffected from the modification. In other words, you have to add a new workflow version to change the design.

Scenario

Scenario Name

Problem Statement

Solution on Jodoo

Business Process Changes

How to avoid processing errors in currently-flowing data when you need to redesign the workflow?

Add a new version to the workflow form, while previous version(s) are kept in the system. You can do the redesign on the basis of the previous version, and data in the previous version can flow undisturbed.

Adding a New Version

Where to Set

On the Form Design page, switch to Workflow, and click Version > Add New Version. The current active version will be copied as the basis for the to-be-designed new version.

For example, you can add a Task Node to the previous design, set the node approver, and click Enable. Data submitted after this will flow in the new version.

Version Status

Versions can be marked Draft, Active, or Previous.

Status Name

Definition

Draft

A draft version has not been enabled and can be modified. Only in drafts can you delete or add nodes, redirect flow lines, change conditions, and set Node Properties and Workflow Properties.

Active

When you create a record, the submitted data will flow in the active version. Of all the versions, there is only one version that can be set active.

Previous

A previous version is previously active and replaced by a newly-enabled version. When an enabled version is replaced, the workflow initiated in the previous version will continue until the last data is processed.

Managing Workflow Versions

In Manage Workflow Versions, you can Edit, Enable, and Delete versions.

Action Name

Definition

Edit

For any of the versions, you can click Edit to set Node Properties and the field properties.

Enable

You can click Enable to enable a version.

The currently-enabled version should be the one and only Active version for the workflow, and the replaced active version will become Previous.

After a new version is enabled, newly-submitted data will flow in the new version, while the data submitted before should flow in the corresponding previous version.

Once a draft becomes Active, it does not return to Draft.

Delete

Draft versions, and Previous versions without data, can be deleted. If there was/is data flowing in a previous version, the version cannot be deleted.

Managing Versions in Workflow

On the workflow design page, you can find Save and Enable buttons on the top right. By clicking one of them, you can save or enable the current design.

Action Name

Definition

Save

If you click Save for a draft, the settings will be saved; if for the active version, the settings will be saved and the modified design will be published at the same time.

Enable

If you click Enable, the design will be published. The button shows up in Draft and Previous versions.

Version Description

You can click  (Edit Version Description) to add description to the current design.

Notes

1. If you do not click Enable, the submitted record will not flow as you set in the workflow.

2. After a new version is enabled, the newly-submitted records will flow in the new version, and the records submitted before that still flow in the corresponding previous version.

3. For the Active version, you can modify its Node Properties, Workflow Properties, and conditions. If you need to add or delete nodes and flow lines, or finish some major adjustments, add a new version (It will copy the settings in the previous one).

4. You can only delete Draft versions, and Previous versions without any records.

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