Form history
The Form History page lists the work order and job forms that have been generated: from the Forms tab of a work order, or by a workflow action. Each generation is listed, whether or not its document was kept, with its reference number, who generated it and when.
To open it, select Admin > Logs > Form History.
Documents made from finance, report and yard forms are not listed here: they are kept with the record they were made from, such as the invoice or the yard move.
Find a generated form
Section titled “Find a generated form”- Select Filters to open the filter panel, if it is closed.
- Enter or select the filters you need.
- Select Search.
Reset clears the filters and ticks all the workflows again.
| Filter | Finds |
|---|---|
| Select Workflow | Forms generated in the ticked workflows. The list holds the workflows you have access to, active or not, all ticked at first; system administrators see every workflow. The check icon selects all or none. |
| Reference No | Any part of the form’s reference number. |
| Generated By | Any part of the name of the user who generated the form. |
| Form Title | Any part of the title of the generated document. |
| From, To | Forms generated between the two dates. The arrow next to the labels offers ranges such as This Month. |
The list
Section titled “The list”Forms Found gives the number of matches. The list shows 20 generated forms per page, newest first.
| Column | Shows |
|---|---|
| (icons) | Download and preview the document, if it was kept and you may open it. See below. |
| Ref No | The form’s unique reference number, the one the form prints with ##REFNO##. |
| Workflow | The workflow of the work order. |
| Form Title | The title of the document. In italics, the name of the form, when no document is kept: the workflow does not attach that form, or the document has been deleted. |
| WO | The work order the form was generated from. Select it to open the work order. |
| Type | WO for a work order form; for a job form, your company’s short name for the job reference, for example T/D. |
| Generated By | The user who generated it, or System. A form generated by a workflow action shows the user who updated the event or data that started it. |
| Generated | How long ago it was generated. |
The download and preview icons appear when the document still exists and is not cancelled, and you may open it:
- your role has Preview/Download Internal Document in the Work Orders section for a document that is not visible externally, or Preview/Download External Document for one that is;
- and, if the document is limited to some roles, you hold one of them. System administrators can open all documents.
Who can use this page
Section titled “Who can use this page”Your role needs View Form History in the Form Definitions section to open this page. You see the forms of the workflows you have access to; system administrators see all of them.
Downloading and previewing the documents also needs Preview/Download Internal Document or Preview/Download External Document in the Work Orders section, as above.