Is my actual date alongside the wrong stage?

On the Glide workflow templates you will often find you are on a stage such as awaiting information.

Here you might have two options Information chased and Information received. The information chased button is often set to loop on the current stage meaning the current stage does not change when you press this button.

It is important to note that pressing any progress button will create an audit log for that stage which will place a date in the actual date column. Therefore it is important to ensure your milestone text describes every scenario that leads to a button being pressed whilst the job is on that stage. In this example on our templates we would use the milestone text Information chased/received.

If you use the milestone text Information received (i.e. describing the final progress button only) then you may confuse users who will see a date alongside this text when information has only been chased, not received.

As soon as a button(s) has been pressed more than once on the same stage for the same job then you will see a small number to the right of the actual date in brackets, clicking on this allows you to see a breakdown of every button that has been pressed, the date is was pressed and the user that pressed it. The benefit in this example is that you can easily see how often and when you have chased information which can be useful to remind clients when jobs are completed later than planned.

This is shown in the images below. Image one shows the number icon showing progress buttons on this stage have been pressed 5 times. Image 2 shows the audit trail that appears when you click on the number 5 and drill into the log.

If you do not like this there are 2 solutions for you noted below the images.

I don't like this - what can I do?

If you would prefer a progress button to not leave an actual date alongside the current stage then you need to add a workflow action to that progress button. The action is called Don't leave a trace and it will not leave an audit trail. The downside is that you can not refer back to the audit trail (because there isn't one) in the future to see what happened, when and who did it.

I want the actual date alongside another stage:

You might want to click a progress button whilst the job is on one stage and leave an actual date on another stage. This is sometimes desirable simply to leave an actual date alongside different milestone achieved text. The solution below can be used instead of or in addition to the don't leave a trace workflow action discussed above.

To achieve this you need to add another workflow action to the button that is pressed, use the Auto move on job sub-system workflow action. When triggered this workflow action will automatically press another progress button on the job card meaning you can place your actual date alongside another stage. Once triggered the job will sit on whichever stage the automatically progressed progress button goes to. This can be any stage. The second option on this workflow action 'Move it wherever it is' is a filter to only trigger the workflow action based upon the current stage of the workflow. As you know the current stage you do not need to make a selection here (this is useful in a multi sub-system workflow where one sub-system is triggering progress on another and you wish to filter based on the current stage of the job you are moving). You simply need to select the sub-system in the top drop down and the progress button you wish to take in the bottom dropdown.