{"id":551,"date":"2016-09-21T15:44:43","date_gmt":"2016-09-21T03:44:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=551"},"modified":"2023-08-24T02:38:52","modified_gmt":"2023-08-24T02:38:52","slug":"a372","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a372\/","title":{"rendered":"Edit workflow form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Edit<\/a>edit button in the top header area of the\u00a0 \"Workflow<\/a>workflow view page, as shown in Figure 1. Alternatively, you can access the \"Edit<\/a>edit popup form via the \"Actions<\/a>actions column menu of the Workflows<\/strong> tab at the \"Contact<\/a>organisation view page, as shown in Figure 2.\r\n

\"\"<\/a><\/p>\r\n

Figure 1 – Access via edit button<\/strong><\/p>\r\n

\u00a0 \"\"<\/a><\/p>\r\n

Figure 2 – Access via workflows tab<\/strong><\/p>\r\n

This popup is shown in Figure 3 and is used to edit the details for an existing \"Workflow<\/a>workflow<\/a>.<\/p>\r\n

\"\"<\/a><\/p>\r\n

Figure 3 – Edit workflow form<\/strong><\/p>\r\nThis form has the following fields:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Context:<\/th>\r\nThis read-only<\/em> field shows which organisation you are adding this new workflow to.<\/td>\r\n<\/tr>\r\n
Title*<\/em><\/sup>:<\/th>\r\nEdit the title or name for this workflow here, for example “Requirements workflow”. Your title does not have to be unique, but it will help with identification later.<\/td>\r\n<\/tr>\r\n
Description:<\/th>\r\nEnter or edit the short description for this workflow here. This description will be displayed as part of an assets status details.<\/td>\r\n<\/tr>\r\n
Status:<\/th>\r\nUse this drop-down list to select or change the state of the new workflow here. By default this will be set to “Modified”. See Workflows<\/a> for a description of the different options for the status field.<\/td>\r\n<\/tr>\r\n
Default state:<\/th>\r\nUse this drop-down list to select whether this workflow has a default state of open or closed.<\/td>\r\n<\/tr>\r\n
Member selection area:<\/th>\r\nUse the rest of the form to select which asset areas this workflow will apply to. You can select multiple assets\/users in the non-members field (left box)<\/strong> by clicking the checkbox or using the SHIFT keys to check multiple assets\/users. These checked assets\/users will be moved to the members field (right box)<\/strong> beside it. If you want to remove an asset\/user, you can uncheck it in the non-members field (left box) or you can press the X button on the asset\/user in the members field (right box). You can also drag and drop to rearrange the order in the members field (right box).<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\nOnce you are happy with your changes click the “Update workflow<\/strong>” button at the bottom of the form. This will save your changes.\r\n\r\nClick the “Cancel<\/strong>” button if you want to discard your changes to this workflow.<\/div>\r\n

Related topics<\/h4>\r\n