Choose a state lozenge in the Navigator panel visual flowchart will display the state name and description for the chosen state in the left-hand workflow panel.
This displays (as applicable to the state):
state expiry or due date for the state.
This state panel also displays the number of state approvals, transitions and tasks.
You can also add transitions, approvals and states by choosing the appropriate button in the navigator panel
Choose the state name
This opens the state editor
In the state editor you can
There are reserved characters that cannot be used in a state name.
A due date can be set for the state in the state editor
This can be a time period starting on transition into the state or on a set date.
Set the duration for the due date using one of the dropdown options
A fixed date can be set using the popup calendar.
Ticking the checkbox allows users to edit or remove due date. Note that the due date is reset on each transition in the state.
In the state editor you can change the behavior of the state and the workflow popup on the page in the state.
Only one state in a workflow can be defined as the final state. Choosing Final in a state will automatically uncheck FInal in any existing states.
State attributes can also be set using the options in >Advanced
The workflow popup behavior for the state can be amended by ticking the checkboxes
Check Version completed will remove the Final attribute from the state and add a K15T Scroll Versions app compatible attribute to the state. Use this if you are using Comala Document Management with K15Ts Scroll Versions app.
The state panel also includes the number of each of the following in the state:
Transitions – the number transitions from the selected state to other states
Tasks - the number of tasks that will be added by the workflow on the transition into the state
You can select each of these to list the names of any existing approvals, tasks or transitions or add new ones by choosing +add.
Choosing the component name opens the appropriate editor for each individual named component - approval, transitions or tasks.
One or more states can be added by choosing +Add State.
Enter the new state name and optionally add
a state description
state expiry or due date and if required check the box to allow users to edit the date
state indicator color using either the color palette menu or a hexadecimal color
States can be dragged and dropped in the workflow panel to change the order displayed in the workflow popup progress tracker bar.
Changes made to the order of the states will be reflected in the visual workflow diagram in workflow builder and markup notation in the markup editor but will not change any state transitions.
For any changes, ensure that you:
Choose Add in the state editor to confirm the changes for the state
Choose Save in the navigator panel to add these changes to the workflow
Select Exit in the Navigator panel to add the updated workflow to the content
Ensure that your state name does not include any prohibited characters.