import { Callout, Steps } from ‘nextra/components’

Move Records Through Workflows

Goal: Move a workflow record to the next or previous status when the action is available.

Before you start

Open a record or table that supports workflow status changes.
Make sure you have permission to change the record status.

Steps

### Review the current status

Check the record status before changing it. Make sure the record is ready for the next step.

Check available status actions

Look for previous or next status actions on the table or detail page.

If the action is disabled, the record may not have an available transition, you may not have permission, or the current status may not allow that direction.

Confirm the status change

When prompted, confirm the status change and add notes if the page asks for them.

Refresh and review

After the change is saved, review the updated status and check whether the available actions have changed.

[PLACEHOLDER: screenshot - status change window or toolbar actions for previous and next status]

A status change can make a record read-only or move it into another user's review queue. Change status only when the record is ready for that step.

Result

The record moves to the allowed workflow status, and the page updates to show the new stage.

Read Statuses Review Workflow History