Introducing V8.0: Part 4.View a Task

In Part 3 of this series, we described how Anonymous tasks are vastly simplified in V8.0. Another enhancement that customers have requested is the ability to view a form that they had submitted earlier as part of a workflow.

For example, we automate our internal operations with frevvo. Let’s say I submit a Vacation Request or Expense Report for processing. A few days later I want to go back and look at what I submitted. Prior to V8, we setup an action that notifies me at every step along the way and emails me a PDF copy of the form that I submitted. Email is already hard enough to keep track of and this isn’t an ideal solution.

Now, you don’t have to email PDFs around for record-keeping. You can simply use Task Search to find your workflow and then use the Audit trail to view the information you submitted.

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In the audit trail for any workflow, you will see a new View icon. The icon will only show up if you have permission to view the workflow at that step. However, you can always

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see things that you submitted – by far, the most common scenario. Click the View button and frevvo will render a read-only view of the workflow using the data from that step.

You can expand/collapse Sections, navigate Tabs and view all the data. However, you cannot make changes.

Obviously, the audit trail also shows the progress of the workflow through various approval stages so you can always see where the workflow is currently sitting and the history as it was routed from person to person. Now, you can also see the data.

We hope you’ll like the improvements that we’ve made. Stay tuned for future articles and upcoming webinars on V8.0 – it will be released to frevvo Cloud this Fall. We’re also already working on features for the next release(s) that we’ll describe here as we go along.

 

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