A workflow is a set of states that starts in an initial state and ends when it reaches a final state. The state changes occur after executing action steps – both on the output and before performing subsequent actions. You can read more about actions here.
To add a new state drag add state button on the workflow designer:
Add state button
Workflow state in workflow designer
Workflow state configuration:
Name - The technical name of the status displayed in the task on the user's board. If no display name is provided, the technical name will appear on the user's board.
Display name - the name of the status displayed in the task on the user's board.
Task message - Information displayed in the header of app task on editor's workboard.
End state - Allows to mark a state as the final state. When a document is in that state, an app task on user's workboard is automatically archived.
Editor - When an app is in a state with many editors, they all see app task on their workboards. If you set option 'Single', the first person who opens an app document becomes the only editor. Other users can open that document in a read-only mode. An option 'Multiple' enables many editors to simultaneously edit an app document. Changes made by the first user who performs workflow action will be saved.
State colors - since version 2.3, it has been possible to assign colors to individual statuses in Workflow. This feature is designed to increase readability and facilitate work with processes, especially in the case of a larger number of statuses, complex flows (Workflow), and a large number of records presented in a tabular view (GridView).
Each status can be assigned two colors: a background color and a text color. The selected colors are visible both in the graphical process diagram in Workflow and in the “Status” column in GridView, which facilitates quick recognition and classification of records.
If no colors are set for a status, its label in GridView is displayed in the default form: white background with purple border and text – in accordance with the style visible in Designer.
Workflow with status colors
GridView with status colors
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