{"id":547,"date":"2016-09-21T16:38:43","date_gmt":"2016-09-21T04:38:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=547"},"modified":"2020-11-26T16:18:58","modified_gmt":"2020-11-26T03:18:58","slug":"a370","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a370\/","title":{"rendered":"Workflows"},"content":{"rendered":"<div class='content-column three_fourth'><a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-154\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\" alt=\"Workflow icon\" width=\"22\" height=\"20\" \/><\/a>Workflows are used to define the stages (or states) through which other assets go, as well as the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflowtransition.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-427\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflowtransition.svg\" alt=\"Request state transition icon\" width=\"22\" height=\"20\" \/><\/a>transitions between those states.\r\n\r\nPsoda contains a set of default workflows. These are fairly generic with no restrictions on transitions between states. If you would like to enforce a particular workflow then you have to add alternative workflows within your <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/organisation.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-137\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/organisation.svg\" alt=\"Contact details icon\" width=\"20\" height=\"20\" \/><\/a>organisation.\r\n\r\nWorkflows can be added for an organisation, for a particular <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-169\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\" alt=\"Programme icon\" width=\"25\" height=\"20\" \/><\/a>programme, for a particular <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/product.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-167\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/product.svg\" alt=\"Product icon\" width=\"25\" height=\"22\" \/><\/a>product or for a particular <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\" alt=\"Project icon\" width=\"23\" height=\"22\" \/><\/a>project. A workflow will only be &#8220;visible&#8221; to children of its its parent asset.\r\n\r\nA workflow can be specific to specific type of asset, a group of asset types or to all assets. You can select the types that a workflow applies to when you <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/new.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-82\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/new.svg\" alt=\"Add icon\" width=\"21\" height=\"17\" \/><\/a>add or <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/edit.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-70\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/edit.svg\" alt=\"Edit icon\" width=\"22\" height=\"22\" \/><\/a>edit the workflow.\r\n\r\nA workflow can be in one of the following states:\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th>State<\/th>\r\n<th>Description<\/th>\r\n<\/tr>\r\n<tr>\r\n<td><strong>New<\/strong><\/td>\r\n<td>The default state for a new workflow.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Modified<\/strong><\/td>\r\n<td>The default state when a workflow is modified.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Reviewed<\/strong><\/td>\r\n<td>Indicates that the workflow has been reviewed.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Active<\/strong><\/td>\r\n<td>Indicates that the workflow is active. This is the only state that the workflow will be &#8220;visible&#8221; to other children of the workflow&#8217;s parent asset.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Suspended<\/strong><\/td>\r\n<td>Used to suspend a workflow. In this state the workflow will not be &#8220;visible&#8221; to other assets.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table><\/div>\r\n<div class='content-column one_fourth last_column'><h4>Related topics<\/h4>\r\n<ul>\r\n\t<li><a href=\"\/help\/a371\">Add workflow form<\/a><\/li>\r\n\t<li><a href=\"\/help\/a372\">Edit workflow form<\/a><\/li>\r\n\t<li><a href=\"\/help\/a201354\">Copy workflow form<\/a><\/li>\r\n\t<li><a href=\"\/help\/a201355\">Move workflow form<\/a><\/li>\r\n\t<li><a href=\"\/help\/a373\">Delete workflow form<\/a><\/li>\r\n\t<li><a href=\"\/help\/a374\">View workflow page<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  Workflows are used to define the stages (or states) through which other assets go, as well as the transitions between those states.    Psoda contains a set of default workflows. These are fairly generic with no restrictions on transitions between states. If you would like to enforce a particular workflow then<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":27,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-547","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Workflows - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Workflows\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/a370\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workflows - Psoda Help Centre\" \/>\n<meta property=\"og:description\" content=\"Read the documentation and learn how to use Psoda&#039;s Workflows\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.psoda.com\/help\/a370\/\" \/>\n<meta property=\"og:site_name\" content=\"Psoda Help Centre\" \/>\n<meta property=\"article:modified_time\" content=\"2020-11-26T03:18:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.psoda.com\/help\/a370\/\",\"url\":\"https:\/\/www.psoda.com\/help\/a370\/\",\"name\":\"Workflows - 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