Question:
How to Find the Timeline View of a Document in Vault PromoMats?
Answer:
The Timeline View displays the document's history including lifecycle state changes and workflow task details.
To find the Timeline View, please take the following steps:
- Navigate to the document.
- From the Document Information panel, select the
icon.
From here, you can:
- Click the arrow to expand an active or previous workflow to view Workflow Owner, Task Owners, Task Verdicts, and Comments.
- Use the Actions menus on active workflows and tasks to access related options such as Cancel Workflow, Add Participants, and Reassign.
Active Workflow Options
Active Workflow Task Options
- Click on a version number to view the rendition and document fields for that version.
- Hover over the document status to see the document’s previous lifecycle state and the date on which the state changed.
- Click View Workflow History Report for a workflow row in order to review the workflow and task details using a report.
Related Documentation:
Vault Help: Using Document Timeline View
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