Work-Relay Documentation

Progress Component: History

This tab contains history of changing statuses of steps of the current Process Instance in the chronological view.

Each history item has the following data shown:

Step name as link (1) that calls step data popup (8, see below) when clicked
Comments (2). If no comments were added by user, system will show "No comments provided" stub text
Step status (3). Also, completed steps are indicated with green color of icon and timeline, and active - with yellow
Step assignee name (4) as link to user's profile
Person that completed the step (5) as link to it's profile
Actual duration (6) - time from actual start date&time to actual complete or current system date&time
Date when step has been completed (7)

If click on step name link, a popup with step properties will appear (8):

This popup contains the same tabs as Progress Component has, and "History Details" one:

General tab (9) without Highlighted fields and with some more information:
- Task Title - step name
- Start Date - date and time when step has been made active
- Due Date - date and time when step has been planned to finish. Available for instances that have planned dates (have been saved at the Gantt chart)
- Completed Date - for completed steps
- Duration - shows how much time step is planned to take. Available only for instances that have planned dates
- Responsibility
- Status - step status
- Status Reason - contains a brief reason why current step is pending (for pending steps)
- Comments - show comments (if any) for completed step
- Description - if any

Assignee tab (10) contains information about:
- Assignee
- Person who has completed the step
- Instance Manager

This tab does not allow managing assignees.

Layout tab (11) shows a step Layout (absolutely the same as proper tab of Progress Component, but allows to see layout of steps other than active). Note: Layout tab is absent for steps with Layout type = Form.

Checklist tab (12) shows a step checklist. Checklist items, added while proceeding current step, will be shown only after step has been completed. Checklist items, configured in Process Builder, will be shown for step in any state.
Checklist items added while proceeding current step, can not be changed here, but can be deleted - click proper button (13) and confirm deletion (14):

Time tab (15) shows time logged for this step. Editing and deleting already logged time are allowed, logging new time - doesn't.

Tasks/Issues tab (16) shows tasks and issues related to this step or the whole process instance. Editing and deleting tasks and issues are allowed, adding new - doesn't.