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. Co-workers who are unable to see the draft processes/forms of others do not know that the draft exists and submits a new process for the same item.
Everyone is able to see their own draft forms, but to see the drafts of others, you must have View Draft permission, which is granted at the account level per role. Account and project administrators are also able to view draft forms by default. Those with Create permissions automatically inherit View Draft permission. You are also able to filter for draft forms from the Project Forms page.
Permission settings to view drafts are located in the properties of the form and process. For more information, see:
Field-level descriptions for this page are located below:
- Show: Use this filter to 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.
- Show All: Click to show drafts for all forms/ processes.
- Project Name: The name of the project associated with the draft form/process.
- Form Type: The name of the form type.
- Process Type: The name of the process type.
- Created By: The name of the person who created the draft form/ process.
- Date Created: The date the draft was created.
- Type: Displays 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.