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.