Administrationimport { Callout, Steps } from ‘nextra/components’
Manage Workflow Statuses
Goal: Create or update the statuses that records use in an approval or review process.
Before you start
- You must have permission to manage workflows.
- Confirm which type of record the status belongs to.
- Decide the status name, order, colour, and whether it should lock the record or mark the end of the workflow.
[PLACEHOLDER: screenshot - Workflow Status list and status form]
Create or update a status
Open Administration from the main navigation.
Open Workflow Status
Open the workflow status area.
Create or open a status
Click New to create a status, or open an existing status to edit it.
Enter status details
Set the name, type, position, colour, and any final or read-only behaviour used by your process.
Save the status
Save and confirm that the status appears in the workflow status list.
Good practice
Use clear names that match how users talk about the process. Avoid creating multiple statuses with similar meaning.
Result
The workflow status is available for transitions and can be used by the relevant process.