Release
Version Control Principles

Version 8.5.2024 - Core Versioning Features
The DocBits Workflow Engine implements robust version control for all workflow cards:
Version Control: Each card can have multiple versions, each representing a different set of conditions or actions. This allows you to experiment with or tweak the rules without affecting the currently active workflow.
Seamless Upgrades: When you need to update a rule or condition due to changes in your document processing requirements, you can create a new version of the card. This approach ensures that any modifications are deliberate and tested before they replace the current version. It minimizes errors and potential disruptions in your document processing.
Maintaining Consistency: Keeping the original card version unchanged until you decide to upgrade ensures that ongoing processes are not affected. You can run tests and validations on the new version without impacting live data or workflows.
Flexibility and Testing: Multiple versions enable testing different scenarios in a controlled environment. You can see the effects of new rules or changes on your document processing workflow without making permanent changes. Once you are satisfied with the results, you can then choose to apply the new version.
Card Versioning Overview
Statistics
Cards with Multiple Versions
30+
Total Version Records
90+
Current Active Versions
81+
Deprecated Versions
9
Fully Disabled Cards
2
Latest Version (Max)
5 (CONDITION_DOC_TO_PO_UNIT_PRICE)
Version Range
Minimum: v1
Maximum: v5
Average Versions per Card: 3
Detailed Card Version Changes
🔧 ACTION CARDS - External Integration & Execution
1. CALL_API
Versions: v1, v2 (Current: v2)
📖 Guide: Call External API Guide
v1
No
Active
Basic API call without translation keys
v2
Yes
✅ Current
Added trnsl_%call_api for multi-language support
What Changed: Added internationalization (i18n) support with translation keys. Functionality remains identical.
Before (v1):
After (v2):
Recommendation: Use v2 for all new workflows (includes language support) Backward Compatibility: ✅ v1 still works
2. HTTPS Request (HTTPS_REQUEST)
Versions: v1, v2 (Current: v2)
v1
No
Active
Simple HTTP request
v2
Yes
✅ Current
Added trnsl_%send_https_request translation keys
What Changed: Added translation support. Core webhook/request functionality unchanged. Recommendation: Use v2 (multi-language support)
3. ACTION_RUN_DOCOPERATOR_SCRIPT ⚠️
Versions: v2 (Current), v3, v4 (Deprecated & Disabled)
v2
Yes
Active
Original DocOperator implementation
v3
Yes
Active
Added "Execute the prompt" parameter for additional control
v4
Yes
❌ DEPRECATED & DISABLED
Removed "Execute" parameter (reverted)
Evolution Path: v2 → v3 (added parameter) → v4 (reverted - not recommended)
What Changed:
v2 → v3: Added optional execution control parameter for more flexibility
v3 → v4: Removed the parameter after further analysis (deprecated)
Recommendation: Use v3 for new workflows (latest active version with all features) Migration: If using v4, switch to v3 ⚠️
4. ACTION_TASK_FOR_GROUP
Versions: v2, v3 (Deprecated), v4 (Current)
📖 Guide: Task Assignment Guide
v2
Original implementation
Active
"Task" (fixed)
v3
+ Decision tree support
❌ DEPRECATED
"Task" (fixed)
v4
- Decision tree, + Generic type
✅ Current
Generic type (flexible)
Evolution: v2 → v3 (decision tree experiment) → v4 (generic types, decision tree removed)
v2 → v3 Change (Decision Tree Experiment):
v3 → v4 Change (Generic Types + Decision Tree Removal):
What Changed:
v2 → v3: Added
decision tree, if available: [param]parameterv3 → v4:
❌ Removed decision tree parameter
✅ Changed "Task" → generic
[param](supports Task, Ticket, Issue, etc.)Added translation key
trnsl_%task_for_group_v4
Why: v3 decision tree approach was experimental. v4 provides better flexibility with generic work item types. Recommendation: Use v4 (current, most flexible)
5. ACTION_ASSIGN_TASK_TO_PROCUREMENT_GROUP
Versions: v2, v3 (Current)
v2
"task" (fixed)
Active
Original version
v3
Generic type
✅ Current
Changed to flexible [param]
What Changed: v2 → v3: "Create a new task" → "Create a new [param]" (supports any work item type) Recommendation: Use v3
6. RUN_WORKFLOW
Versions: v1, v2 (Current)
What Changed: v1 → v2: Added trnsl_%run_workflow translation keys Recommendation: Use v2
📊 PO COMPARISON & VALIDATION CARDS
1. CONDITION_DOC_TO_PO_UNIT_PRICE ⭐ (Most Evolved - 5 Versions)
Versions: v2, v3, v4, v5 (Current)
📖 Guide: PO Matching Complete Guide
v2
Basic price comparison
Active
❌ No
Basic
v3
Same as v2
Active
❌ No
Basic
v4
+ Compare mode parameter
Active
❌ No
✅ Yes
v5
+ Tolerance parameters
✅ Current
✅ Yes (amount + unit)
✅ Yes
Evolution Path: v2 → v3 (no change) → v4 (comparison modes) → v5 (tolerance thresholds)
v2 → v3: No functional change (same translation key)
v3 → v4 Change (Comparison Mode Added):
v4 → v5 Change (Tolerance Parameters Added):
What Changed:
v2 → v3: No functional change
v3 → v4: Added
Compare as [param]- Support different comparison operatorsv4 → v5: Added tolerance parameters:
with tolerance of [amount] [unit]Example: "with tolerance of 2 %" or "with tolerance of 100 EUR"
Supports: %, EUR, $, and other currencies
Use Cases:
v2/v3: Strict matching (exact prices only)
v4: Different comparison methods
v5: Flexible variance acceptance (e.g., accept 2% price differences) ✅ RECOMMENDED
Recommendation: Use v5 for modern PO matching workflows
2. CONDITION_OC_TO_PO_ITEMS
Versions: v1 (Deprecated), v2, v3, v4 (Current)
v1
No translation, no method
❌ DEPRECATED
Basic
v2
+ Translation keys, + method
Active
Basic method
v3
Same as v2
Active
Basic method
v4
+ Compare mode parameters
✅ Current
✅ Flexible
What Changed:
v1 → v2: Added
trnsl_%in_order_confirmations_matches_purchase_order+ comparison method parameterv2 → v3: No change
v3 → v4: Added
Compare as [param1] [param2]for flexible comparison modes
Recommendation: Use v4 (avoid v1 which is deprecated)
3. CONDITION_DATES_OPERATOR_OC_LINE_ITEMS
Versions: v2, v3 (Current)
v2
❌ No
❌ No
Active
v3
✅ Yes
✅ Yes
✅ Current
What Changed: v2 → v3: Added tolerance parameters:
with [param] days as toleranceand [param] as accepted tolerance days
Example: Accept delivery dates within 5 days of promised date Recommendation: Use v3
4. CONDITION_LESS_THAN_TOLERANCE_AS_VALUE_OF_ORDERED_QUANTITY
Versions: v2, v3, v4 (Current)
v2
Basic
Active
v3
Basic (no change)
Active
v4
✅ Flexible mode selection
✅ Current
What Changed: v3 → v4: Added compare [param] for different comparison approaches Recommendation: Use v4
5. COMBINED_PRICE_OF_QUANTITY_DIFFERENCE_OPERATOR_VALUE
Versions: v2, v3, v4 (Current)
v2
Standard
Active
v3
Standard (no change)
Active
v4
✅ Flexible
✅ Current
What Changed: v3 → v4: Added compare [param] parameter Recommendation: Use v4
6. CONDITION_CONFIRMED_DELIVERY_ACCEPTED_DATE_IN_CALENDAR_MASTER_DATA
Versions: v2, v3 (Current)
v2
"Confirmed" (fixed)
Fixed reference
Active
v3
[Configurable param]
Dynamic [param]
✅ Current
What Changed: v2 → v3:
Changed "Confirmed delivery" →
[param] delivery(flexible delivery type)Changed fixed table reference →
stored in [param](dynamic table selection)
Flexibility: v3 allows different delivery date types and supplier tables Recommendation: Use v3
7. CONDIITON_UNIT_OF_MEASURE_EQUAL
Versions: v2, v3 (Current)
v2
"supplier item price table" (fixed)
Active
v3
[Dynamic param]
✅ Current
What Changed: v2 → v3: Fixed table reference → stored in [param] (allows dynamic table selection) Recommendation: Use v3
👥 ASSIGNMENT & ROUTING CARDS
1. DOC_USER_ASSIGN
Versions: v1, v2, v3 (Deprecated)
v1
No
❌ No
Active
v2
Yes
❌ No
✅ Current
v3
Yes
✅ Yes
❌ DEPRECATED
Evolution: v1 (no i18n) → v2 (with i18n) → v3 (+ decision tree experiment, now deprecated)
What Changed:
v1 → v2: Added translation keys
v2 → v3: Added decision tree support (experimental, deprecated)
Recommendation: Use v2 (stable with i18n support)
2. DOC_GROUP_ASSIGN
Versions: v2, v3 (Deprecated)
v2
❌ No
✅ Current
v3
✅ Yes
❌ DEPRECATED
What Changed: v2 → v3: Added Use decision tree, if available [param] (later deprecated) Recommendation: Use v2
3. OC_ASSIGN_DOC
Versions: v1, v2 (Current)
What Changed: v1 → v2: Added trnsl_%oc_assign_doc translation keys Recommendation: Use v2
📋 TASK MANAGEMENT CARDS
1. tasks_create ⭐ (Most Evolved Task Card - 4 Versions)
Versions: v1 (Deprecated), v2 (Deprecated), v3 (Deprecated), v4 (Current)
📖 Guide: Task Assignment Guide
v1
No
No
"Task" (fixed)
❌ DEPRECATED
v2
Yes
No
"Task" (fixed)
❌ DEPRECATED
v3
Yes
Yes
"Task" (fixed)
❌ DEPRECATED
v4
Yes
No
[Generic param]
✅ Current
Evolution Timeline:
v1 → v2 Change (Translation Keys Added):
v2 → v3 Change (Decision Tree Experiment):
v3 → v4 Change (Generic Types + Decision Tree Removal):
What Changed:
v1 → v2: Added
trnsl_%tasks_createtranslation keysv2 → v3:
Added decision tree support:
Use decision tree, if available: [param]Changed "assign to user" → "assign it to the user"
v3 → v4:
❌ Removed decision tree parameter
✅ Changed "Task" → generic
[param](supports Task, Ticket, Issue, etc.)Updated translation key to
trnsl_%tasks_create_v4
Decision Tree Note: v3 used decision trees to dynamically assign tasks. This approach was experimental and deprecated in v4 in favor of direct parameter-based work item type selection.
Recommendation: Use v4 exclusively for new workflows Migration: If using v1, v2, or v3, upgrade to v4 ✅
2. OC_TASK
Versions: v1, v2 (Current)
What Changed: v1 → v2: Added trnsl_%oc_task translation keys Recommendation: Use v2
3. ACTION_ASSIGN_TASK_TO_USER_FROM_FIELD_WITH_FALLBACK
Versions: v1, v3 (Current - v2 Skipped)
v1
"Task" (fixed)
Active
v3
[Generic param]
✅ Current
What Changed: v1 → v3: Generic type evolution (v2 was skipped in production) Recommendation: Use v3
4. ACTION_DECISION_TREE_CREATE_TASKS
Versions: v2, v3 (Current)
v2
"Assign task with title"
Active
v3
"Assign [generic] with title"
✅ Current
What Changed: v2 → v3:
Changed "Assign task" → "Assign [generic param]"
Changed "return of decision" → "return of decision table" (clearer terminology)
Recommendation: Use v3
🔄 DOCUMENT CONTROL CARDS
APPROVE
Versions: v1, v2 (Current) Change: Added trnsl_%approve_doc translation keys Recommendation: Use v2
REJECT
Versions: v1, v2 (Current) Change: Added trnsl_%reject_doc translation keys Recommendation: Use v2
STAUS_CHANGE (Status Change)
Versions: v1, v2, v3 (Current)
v1
❌ No
Active
v2
❌ No
Active
v3
✅ Yes
✅ Current
What Changed: v2 → v3: Added trigger Workflows [param] - Auto-trigger workflows on status change Recommendation: Use v3
EXPORT
Versions: v1, v2, v3 (Current)
v1
❌ No
Active
v2
❌ No
Active
v3
✅ Yes
✅ Current
What Changed: v2 → v3: Added Start Export with Validation: [param] Recommendation: Use v3
🧮 DATA MANIPULATION CARDS
CALC_COLUMNS, CALC_COLUMNS_REGEX, EDIT_COLUMN, AI_CALC_MTZ_ETZ
Pattern: v1 → v2 (translation keys added) Recommendation: Use v2 for all
CONDITION_DECISION_TREE_DATA
Versions: v2, v3 (Current)
v2
"Use return data in later cards"
Active
v3
"[Explicit param] returned data for use in subsequent cards"
✅ Current
What Changed: v2 → v3: More explicit control over decision tree data extraction Recommendation: Use v3
❌ DISABLED CARDS (Do Not Use)
DOC_SUBORG_CHANGE
Versions: v1, v2 (both disabled) Status: No longer supported Alternative: Use document assignment features
RUN_SCRIPT
Versions: v2, v3 (both disabled) Status: Replaced by ACTION_RUN_DOCOPERATOR_SCRIPT Alternative: Use ACTION_RUN_DOCOPERATOR_SCRIPT v3
🎯 Common Version Patterns
Pattern 1: Translation Key Adoption (v1 → v2)
Affected: 15+ cards
Change: Added trnsl_%[card_name] translation keys
Cards: CALL_API, RUN_WORKFLOW, APPROVE, REJECT, CALC_COLUMNS, and more Impact: Enables multi-language support
Pattern 2: Decision Tree Integration (v2 → v3) - DEPRECATED
Affected: 5 cards (ACTION_TASK_FOR_GROUP, tasks_create, DOC_USER_ASSIGN, DOC_GROUP_ASSIGN, ACTION_DECISION_TREE_CREATE_TASKS)
Change: Added optional decision tree parameter
Status: ❌ Mostly deprecated (except ACTION_DECISION_TREE_CREATE_TASKS) Reason: Simpler direct-parameter approach preferred
Pattern 3: Generic Type Evolution (v3 → v4)
Affected: 4 cards (tasks_create, ACTION_TASK_FOR_GROUP, ACTION_ASSIGN_TASK_TO_PROCUREMENT_GROUP, ACTION_ASSIGN_TASK_TO_USER_FROM_FIELD_WITH_FALLBACK)
Change: "Task" → generic type parameter
Impact: Supports Task, Ticket, Issue, and other work item types Benefit: Greater flexibility and reusability
Pattern 4: Tolerance Parameters (PO Cards)
Affected: 6 cards (CONDITION_DOC_TO_PO_UNIT_PRICE, CONDITION_DATES_OPERATOR_OC_LINE_ITEMS, CONDITION_LESS_THAN_TOLERANCE_AS_VALUE_OF_ORDERED_QUANTITY, etc.)
Change: Added tolerance/variance support
Examples:
"with tolerance of 2 %"
"with tolerance of 100 EUR"
"with 5 days as tolerance"
Impact: Realistic matching criteria (not all values need to match exactly)
Pattern 5: Comparison Mode Parameters
Affected: 3 cards (COMBINED_PRICE_OF_QUANTITY_DIFFERENCE_OPERATOR_VALUE, CONDITION_OC_TO_PO_ITEMS, CONDITION_LESS_THAN_TOLERANCE_AS_VALUE_OF_ORDERED_QUANTITY)
Change: Added flexible comparison method selection
Impact: Support different comparison algorithms
✅ Version Recommendations
For New Workflows
Rule: Always use the highest enabled version number
Provides latest features
Best support
Most tested
Recommended approach
For Existing Workflows
Safe Approach:
Continue using current version if it works
Plan gradual migration to newer versions
Test upgrades in sandbox first
Migration Priority
High
tasks_create v1/v2/v3, ACTION_TASK_FOR_GROUP v3, CONDITION_DOC_TO_PO_UNIT_PRICE v2/v3/v4
Upgrade to current version
Medium
Other v1/v2 translation upgrades, PO cards v2/v3
Consider upgrading
Low
Cards with no functional changes
Optional
⚠️ Deprecated Versions - Do Not Use
tasks_create
v1, v2, v3
Very old, or decision tree deprecated
v4
ACTION_TASK_FOR_GROUP
v3
Decision tree approach deprecated
v4
DOC_USER_ASSIGN
v3
Decision tree approach deprecated
v2
DOC_GROUP_ASSIGN
v3
Decision tree approach deprecated
v2
CONDITION_DOC_TYPE_IS_ISNOT
v1
Very old
v2
CONDITION_OC_TO_PO_ITEMS
v1
Very old
v4
ACTION_RUN_DOCOPERATOR_SCRIPT
v4
Features reverted
v3
🔄 Fully Disabled Cards - Cannot Use
DOC_SUBORG_CHANGE
v1, v2
No longer supported
Document assignment cards
RUN_SCRIPT
v2, v3
Replaced by DocOperator
ACTION_RUN_DOCOPERATOR_SCRIPT v3
Related Documentation
📖 Card Versioning Reference - Detailed version information
📚 Workflow Guides - Step-by-step card usage
🔄 Card Version Database - Complete version history
📋 Workflow Logs - Execution and debugging
Last Updated: October 23, 2025 Status: Complete Version History Database Source: postgres-dev-docflow
Last updated
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