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Improvement
7 months ago

Coming Soon: Document Workflow Status Improvements

We'll be releasing some improvements for the Workflow Status functionality in documents to help make it more clear and readable for users.  These updates will be deployed early next week so we wanted to make you all aware of what's changing.

The updates for Workflow Status in a document are the following:

  • Actions in the Workflow Status tracker will display in a new order (newest to oldest)
  • The Workflow Status tracker will automatically highlight and scroll down to the current actions when opened
  • You will be able to collapse or expand workflow actions at each step to display additional details
  • Users will be able to expand or collapse all items in the workflow status tracker from the 'View' menu
  • Users will be able to hide future workflow actions from the 'View' menu
  • Users will always see the Workflow Status tracker, even from documents that didn't have any configured workflow

These updates also include a new Workflow Settings option of 'Disallow non-admins to view workflow status page'.  

By default, if a user (non-admin) has access to view documents in the Documents List via Conditional Permissions they would also have access to view the Workflow Status for the document.  If you don't want them to have the ability to view the Workflow Status then you can toggle on this configuration option.