Managing Workflow Versions

In the Workflows, there is a feature that allows you to view previous versions of workflows, providing a history of changes and enabling you to track modifications over time.

When an invoice arrives to SEMINE or the restart workflows button function is used, SEMINE will always use and attach the latest version of the workflow to the invoice. If you make new versions of the workflow, the version already attached to the invoice will stay unaffected.

Making Changes and Saving Versions

1. Saving a new version

   • When making changes to workflows, click "Save as new version" to apply these modifications.
     
     
     
     

2. Version Tracking:
   

   • Each saved version is sequentially numbered. For instance, if you save changes as a new version, it becomes "Version 2." This sequential numbering helps in tracking the evolution of the workflow. For example, in the picture below, you can see three versions - Version 1, Version 2, and Version 3.
     
     

3. Prompt for Save:
   

   • You will be alerted if changes have been made without saving. You can then decide whether to save the alterations or discard them.
     
     
     

Workflow Versions

1. Accessing Version History:
   
   
   

   • In the workflow interface, you can find the version history by clicking on the version number. For example, if there's a "Version 1," click the arrow next to it to reveal the history.
     
     

2. Date and Time Information:
   
   
   

   • Once you access the version history, it will displays the date and time when the specific version was created. This information helps you to track the chronological development of the workflow.
     
     
3. Viewing workflow settings:
   Click on one of the versions to view the settings and conditions for that version.

Restoring Settings from a Previous Workflow

1. Select a Previous Version
   Navigate to the workflow menu and choose the desired version you want to work on. Click on it, and all settings from that version will be displayed.
2. Save as New Version
   
   
   After selecting the previous version, you can still make any changes to the settings. Once you have made the changes, click "Save as new version." This action will create a new version with the updated settings.

Tip: When viewing a version, you can opt to "Save it as a new version," thereby creating an identical new version. If changes are made and saved, a new version will be generated, capturing the modifications.

Example

You are currently working in Version 5 of the workflow and you decide to add a new section to this version.

After making the necessary changes, if you click on "Save as new version, the settings are now saved as "Version 6," which becomes the new active version. The next time workflows are started, Version 6 will be used. Invoices already associated with Version 5 and initiated workflows will remain unaffected.