{"id":561,"date":"2016-09-21T15:22:43","date_gmt":"2016-09-21T03:22:30","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=561"},"modified":"2023-08-24T02:42:14","modified_gmt":"2023-08-24T02:42:14","slug":"a381","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a381\/","title":{"rendered":"Add workflow state form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Add<\/a>add menu in the top header area of the \"Workflow<\/a>workflow view page<\/a>, as shown in Figure 1. Alternatively, you can access the \"Add<\/a>add popup form at the bottom of the States<\/strong> tab at this same view page, as shown in Figure 2.\r\n

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

Figure 1 – Access via add menu<\/strong><\/p>\r\n

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

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

This popup is shown in Figure 3 and is used to \u00a0add a new \"icon_lifecyclestate\"<\/a>state<\/a> for a workflow. You will not normally have access to this form unless you are an administrator.<\/p>\r\n

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Figure 3 – Add workflow state form<\/strong><\/p>\r\n \r\n

In Figure 3 above, the form has been broken down into three sections:<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Section 1<\/th>\r\nThis section contains a selection of important top fields:\r\nWorkflow:<\/strong> This read-only<\/em> field shows which workflow you are adding this new workflow state to.\r\nName*: <\/strong>This is a mandatory field where a unique name for this new workflow state must be entered.\r\nAdd more:<\/strong> Select this check box if you’d like to keep the form open and add more workflow states to this workflow after the current one has been created.<\/td>\r\n<\/tr>\r\n
Section 2<\/th>\r\nThese are the tabs that you can cycle through to edit each section of the workflow state.When you navigate to a new tabbed view in this popup, any information entered in Section 3 from the previous tabbed view will be saved. This means you do not need to click on any buttons to save each tab, but can instead click on the Add<\/strong> button at the bottom of the popup when you wish to add your new workflow state with the set details.<\/td>\r\n<\/tr>\r\n
Section 3<\/th>\r\nThis information will change as you cycle through the tabs shown in Section 2, and the available fields will change accordingly. A breakdown of the field information for each tab is provided below.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n \r\n

Tab breakdown<\/h4>\r\nThe following information provides a breakdown of each of the tabbed views that may be available for you to set the workflow state’s details under each section.\r\n

\"icon_lifecyclestate\"<\/a>Details<\/h4>\r\n

\"\"<\/a><\/h4>\r\n

Figure 4 – Add workflow state details tab<\/strong><\/p>\r\nThe details <\/strong>for the workflow state can be assigned by clicking on the tab indicated in Figure 4 above.\r\n\r\n\r\n\r\n\r\n\r\n
Description:<\/th>\r\nEnter a description for this new workflow state here.<\/td>\r\n<\/tr>\r\n
Position:<\/th>\r\nEnter the order number for this new workflow state here.<\/td>\r\n<\/tr>\r\n
Archived:<\/th>\r\nSelect this check box if you would like to set this workflow state as archived.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

\"Group<\/a>Allocated to\r\n\"\"<\/a><\/h4>\r\n

Figure 5 – Add workflow state allocated to tab<\/strong><\/p>\r\nYou may select multiple \"icon_user\"<\/a>users<\/strong><\/a> to have this new workflow state allocated to them by holding the CTRL or SHIFT keys and clicking on the name of the additional user(s). To de-select, click on the highlighted name while still holding the CTRL or SHIFT keys so as not to lose all other selected users.\r\n\r\nOnce you are happy with your changes click the “Add workflow state<\/strong>” button at the bottom of the form. This will add a new workflow state with the details that you supplied.\r\n\r\nThe new workflow state can be viewed in the Workflow states <\/strong>tab asset listing at the parent workflow’s view page, as shown in Figure 6.\r\n\r\n\"\"<\/a>\r\n

Figure 6 – View from Workflow States tab<\/strong><\/p>\r\nClick the “Cancel<\/strong>” button if you want to discard your changes.<\/div>\r\n

Related topics<\/h4>\r\n