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Updates and Chart

Introduce the functions of Updates and Chart

Updated over a week ago

Introduction

Functions

  • Updates: include Workflow History and Approval Comment.

a. Workflow History: the process history of the workflow, including the start time, submitter, submitted time, and duration of each workflow node

b. Approval Comment: the approval comments in nodes

  • Chart: the progress chart of the workflow

Application Scenarios

View the duration and approval comment of each node through Workflow History.

View the version and circulating way of the workflow, the current node, and the current approver through Chart.

Preview

  • Updates

  • Chart


Updates

Updates include Approval Comment and Workflow History.

  • Approval Comment: the text comments and handwritten signature submitted when the approver processes workflow nodes

  • Workflow History: the processing condition in each node, including the approver, operation status, start time, and operation time

Setting Procedure

Approval Comment can be viewed by default. Workflow History can be decided whether to display or not.

Select the Vehicle Application form. Click Edit.

Access to updates and flow chart in Workflow > Workflow Properties and click Save.

Note:

This operation only takes effect on My Tasks, Initiated, Processed, and CC me in Workspace and apps. Updates and Chart will always be displayed when viewing data in permission sets and Manage Data.

Demonstration

Select the workflow form set right now and submit one workflow record.

The approver makes comments and submits the workflow.

Different members can click a single workflow and view its updates from My Tasks, Initiated, Processed, CC me, permission sets, or Manage Data.


Chart

Chart displays the progress and information of the current workflow.

The setting way is the same as that of Workflow History in the section "Setting Procedure".

After finishing the settings, click single workflow to view workflow information like version, progress, approver, and so on.


More to Know

Except for adding approvers, Updates will display the updated customized button name. For example, when you rename the Reject button as Disapprove, it will display in the following way.


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