Unfinished Drafts Page

This page allows account administrators and users with the appropriate permissions to see and take action on draft forms and processes. Draft processes and forms are created for many different reasons. At times, team members do not remember to use a draft process and create a new one or co-workers who are unable to see the draft processes/forms of others do not know the draft exists and submits a new process for the same item. Permission settings to view drafts are located in the properties of the form and process, see the following links for more information:

  1. Click the Processes tab located at the top of the page.

  2. On the top-right corner of the tab, click Unfinished Drafts.

Fields and button descriptions

  • Show: Narrow the results in the table below it. All processes / forms are selected by default. Make a selection to see drafts for a specific process / form.

  • Project Name: Name of the project associated with the draft form / process.

  • Form Type: Name of the form type.

  • Process Type: Name of the process type.

  • Subject: Subject of the draft form / process.

  • Created By: Name of the person who created the draft form / process.

  • Date Created: Date the draft was created.

  • Type: Indicates whether the form is a workflow or static form. Workflow forms are routable and facilitate two-way communication. Static forms cannot be routed - they are used mainly to disseminate information. To learn more, see About Forms.