Adding Workflow History to Excel Templates

Create an Excel template that contains workflow history for the associated deliverable or activity. The workflow history is added as a separate worksheet in an Excel document, containing refreshed data and completion history for audit purposes.

To add workflow history to Excel templates:

1. Create the Excel template with the display worksheets for the template.
2. Add a blank worksheet to the file and name it SGM_WF_History.
3. Save the file and add the template to the Template Library with the type Process Document.
4. Add the template to a deliverable, activity, or gate document in a process model that contains a workflow with an auto-generate PDF step.

Notes:    If a template used in a deliverable or activity whose workflow contains a step to auto-generate a PDF does not contain the SGM_WF_History worksheet, the PDF generates without workflow history. Workflow history is also viewable in the Deliverable details within the project. Collaborative Workflow is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support.