Job Version Status

Follow

Summary

If you have versioning enabled, you can use Oneserve's search views to surface information about each job's version, such as: its current status; who approved/rejected the version; when the version was last approved/rejected.

More information about creating search views can be found in our article on creating search views.

Guide

Filtering by Version Status

Note: Using filters requires a user type to have the MANAGE_SEARCH_CRITERIA user type right assigned to them

The job search has a built-in filter to allow you to filter jobs by the status of the current version. To do this:

  • Click on the "More Filters" menu and search for "Version Status"

img1.png

  • In the field that appears, pick one or more of the following options depending on your needs:
    • "New" - Returns any jobs with a new (not yet submitted) version status
    • "Version Awaiting Approval" - Returns any jobs for which the current version has not yet been approved
    • "Version Approved" - Returns any jobs for which the current version has been approved
    • "Version Rejected" - Returns any jobs for which the current version has been rejected

img2.png

Showing Event Information in Search Columns

Note: Modifying columns requires a user type to have the MANAGE_SEARCH_CRITERIA user type right assigned to them

In order to get more information about job versions, you can add OQL columns to surface information about when changes were made to the job version. When a version is changed in some way, an event is recorded in the job history. These events can then be queried using these columns.

The following events are used for versions:

  • VERCR - Version Created
  • VERRE - Version Rejected
  • VERAP - Version Approved

To add the OQL columns to the search view:

  • Click on the cog icon at the top right of the search view to show the column config page

img3.png

  • Select "*OQL Function Column" from the menu

img4.png

  • Give the new columns a name and in the OQL section, use the following syntax to surface information about events relating to the most recent version:
    • EventLastCreator({"eventCode":"<Select Code from Above>"}) - Shows the user who last added the event
    • EventLastDate({"eventCode": "<Select Code from Above>"}) - Shows the date when this event was most recently added

img5.png

  • Click "Save" to commit your changes. The results should now show in the search view

img6.png