Introductionimport { Callout } from ‘nextra/components’
Understand Statuses and Workflows
Goal: Understand how statuses and workflows guide records through review, approval, completion, and read-only stages.
What statuses are
A status tells you where a record is in its process. Some statuses are simple, such as open or closed. Others belong to a workflow with steps, transitions, and history.
Statuses can affect what you can do next. A record may be editable in one status and read-only in another.
Guides in this section
Use these guides when working with statuses:
- Read Statuses: understand what a status tells you.
- Move Through Workflows: move a record to the next or previous status when allowed.
- Review Workflow History: read the history of status changes.
- Read-Only Records: understand why fields or actions may be locked.
Result
You know where to look when a record has a status, when an action depends on that status, or when a record becomes read-only.