Manage Workflow and Workflow Inheritance

Workflow can be managed at any level of a report (report, section, or report object).

Create and Apply a Report Level Workflow to All Sections and Report Objects

Administrators (with the Manage Workflow Templates permission) can set a default workflow template for CDM. The default workflow template is applied to any newly created report. At any time, report administrators (with the Manage Report Workflow permissions) can define a new workflow or apply another workflow template to the report. They can also apply the workflow to all sections and report objects in the report by right-clicking the report and selecting Workflow > Apply Report Workflow. The workflows of the descendant sections and report objects are discarded and they inherit the report workflow.

Create and Apply a Section Level Workflow to All Descendants Within a Section

Section owners (with the Manage Report Object Workflow permission) can create a customized workflow for a section to override the report workflow or any section workflow inherited from higher-level sections. That customized section workflow, when created, is inherited by any new objects or sections that are added as descendants to the section. At any time, you can apply the section workflow to all sections and report objects within the section by right-clicking on the section and selecting Workflow > Apply Section Workflow. The workflows of the descendant sections and report objects are discarded and they inherit the section workflow.

Create and Apply a Report Object Level Workflow to an Individual Report Object

Object owners (with the Manage Report Object Workflow permission) can create a customized workflow process for report objects. If the report object inherits the workflow you must first disable workflow inheritance by right-clicking the section or report object and selecting Properties > Manage All Object Properties and clearing the Inherit Workflow checkbox in the Properties and Comments window. You then create a new workflow by right-clicking on the section or report object and select Workflow > Edit Workflow. You can then modify the previous workflow to create a new one for that section or report object.

Workflow Inheritance Conditions

These apply to workflow inheritance:

• Report objects must be checked in when applying a report or section workflow to them, otherwise the operation will fail.
• Sections or report objects that are inheriting a workflow are indicated by the inherited indicator to the bottom left of the workflow icon.
• The Manage Workflow and Lock commands are not available on the ribbon for sections or report objects with an inherited workflow. The workflow management (including the lock and editable properties for the current workflow state) can be managed through the closest ancestor with a customized workflow.
• The Workflow menu (right-click a section or report object) is not available for sections or report objects with an inherited workflow.
• The User Object Summary workflow ribbon and contextual menu is not available for sections or report objects with an inherited workflow.