Workflow Properties Glossary

🎯 Objective

This article will teach you about Workflow properties available in intelligence, what they mean, how they are calculated, and how to use them to gain more autonomy when creating your charts.

This article contains the following sections:

• What is the Workflow Properties Glossary?
• Glossary: Workflow
• Glossary: Stages
• Glossary: Responsibilities
• Frequently Asked Questions

💡 What is the Workflow Properties Glossary?

The Workflow Properties Glossary provides clarity about available Workflow, Stages, and Responsibilities properties. It explains the differences between similarly named properties, helping you make smarter choices for filters, analyses, and reports.

📃 Glossary

📍Workflow

Property Name	Property Type	Description
Workflow	Workflow	Returns the Workflow name based on its ID. Useful for list-based filtering.
Workflow Name	Text	Returns the name of the Workflow based on its name. Useful for specific searches.
Document Status	Status	Workflow status: In Progress, Completed, Canceled.
Workflow Duration	Duration	Time from start to completion or cancellation.
Workflow Start	Date	Date when the Workflow began.
Workflow Closure	Date	Date of completion or cancellation.

📍Stages

Property Name	Property Type	Description
Stage	Stage	Returns the name based on the Stage ID. Separates stages with the same name.
Stage Name	Text	Searches for the stage name. Groups stages with the same name in charts.
Stage Start	Date	Start date of the stage.
Stage Duration	Duration	Time from start to closure or cancellation.
Stage Closure	Date	Date of completion or cancellation.
Effective Deadline	Duration	Expected time adjusted for the last modified deadline.
Scheduled Deadline	Duration	Original expected time until the initial deadline.
Stage SLA	Date	Final deadline of the stage.
Stage Status	Status	Stage status: In Progress, Approved, Canceled.

📍Responsibilities

Property Name	Property Type	Description
Responsibility Author	User	User who performed the action that generated the responsibility, e.g., a transfer.
Responsibility Cancellation	List	Reason for cancellation of user responsibility.
Responsibility Duration	Duration	Time spent by the user or team in the stage.
Responsible Team	Team	Team assigned to the stage.
Responsibility Start	Date	Start date of the assignment.
Responsibility End	Date	End date of the assignment.
Responsibility Source	List	Origin or reason for the assigned responsibility.
Responsibility Status	Status	Current status: In Progress, Completed, Transferred, Assigned, Canceled.
Responsibility Type	List	Type: Approval, Transferred.
Responsible User	User	User assigned to the stage.

❓ Frequently Asked Questions

1. What is the difference between "Workflow" and "Workflow Name"?
   The first uses the ID, while the second searches by name. Both serve different filtering purposes.
   
   

2. Why use "Stage" instead of "Stage Name"?
   Using "Stage" separates stages with the same name into different charts.
   
   

3. What does "Effective Deadline" mean?
   It refers to the adjusted time considering changes to the original deadline.