Client Manual > Features > Workflow [Ent. & Ult. Editions] > Workflow History

Workflow History

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Workflow History

View Workflow History

 

There are a number of ways to view workflow history.

 

Quick History Snapshot for documents that are currently under a workflow process
 

For documents that are currently under any workflow, a brief history snapshot can be seen by expanding the workflow task using the "+" button in front of the workflow task.

 

myworkflow

 

 

 

History Dialog for documents that are under a current or completed/canceled workflow process

 

Workflow history on any particular document can also be viewed in separate history dialog by simply right clicking on a document and selecting Workflow > Workflow History. This history dialog is also available from the right click menu on any current workflow task.

 

If a document has undergone more than one workflows, separate instances of those workflows can be selected from the workflow drop down menu. The workflow history can also be opened in a separate report dialog for minor customizations before printing or can be exported out in file formats like xls, csv and PDF using the export button in the bottom left corner of this dialog.  

 

 

 

workflow-hisitory-view

Document Workflow History

 

 

Workflow Audit Dialog for querying workflow history throughout the repository

 

Administrators and authorized users can query the workflow history across the whole repository or under a subset of the repository and filter the history results using various criteria. This comprehensive Workflow Audit dialog can be accessed from both the Docsvault Server Manager dialog and the Docsvault Desktop Client.

From the Desktop Client: By clicking the Tools > Query Workflow History menu item

From the Docsvault Server Manager dialog: By clicking on the "History..." button under the Workflow node

 

note Note: Only users with the "Query Audit Trail" system rights can access this dialog from the Docsvault Desktop Client.

 

 

workflow-history

 

For further information on the Workflow Audit dialog see Workflow Audit in Server Manual