Workflows screen, versions and filters
- 06 Mar 2022
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Workflows screen, versions and filters
- Updated on 06 Mar 2022
- 1 Minute to read
- Contributors
- Print
- DarkLight
- PDF
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This article applies to BOOST DELIVER EMPOWER GUEST (free) licenses
Purpose of the article
This article details information about the workflow screen, versions, and available filters.
Description of a workflow screen
Cooperlink presents the user with the information in the form of a structured email. In the top band, a series of tags are used to identify the type of workflow and its state. The body presents essential information such as status, title, issuer, speakers, slip and responses. A comment module allows you to solicit your partners for more information.
All the information available on this screen is available in the filters and/or can be exported.
For the meaning of indicators and other pictograms, please refer to Indicateurs et significations.
Versions
Workflow versions
Navigate to a workflow. Using the version picker, select the desired earlier version.
Alternatively, enable the Version: Deprecated filter to access previous versions of workflows.
Current version vs OBSOLETE
Cooperlink distinguishes the current version of a workflow from its previous versions. The Version filter allows you to select only current and/or obsolete versions. Within the application, current versions are displayed in color. Obsolete versions are displayed in gray.
Document versions
Cooperlink presents the documents in a workflow as attachments. A workflow is linked exclusively to a specific version of a document. The orange version flag informs you that a newer version is available in the Documents module.
To access the version history of a document, click the options menu for the corresponding document.
Available filters
Standards
| Filter name | Key | Description |
| Name | name | Workflow Name |
| Status | Status | Workflow status: in progress, successfully closed, closed in check, and stopped |
| Version | life_status | Version type: Current or obsolete |
| Template | template | Workflow template used |
| Current step | current_state | Name of the current step |
| Deadline | deadline | Next deadline |
| Started on | started_on | Start date |
| Started by | started_by | User or partner initiating the workflow |
| Finished on | finished_on | Closing date |
| Contributor who responded | intervened | User or partner who responded to the workflow |
Custom
Custom filters depend on the configuration applied. Please refer to the workspace manager.
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