Change the Workflow State for a Report

When you are working on a report in CDM, you can change its workflow state. You can move the report to a specific state or to the next state determined by the workflow.

Any descendant sections or report objects that have workflow inheritance enabled will move to the selected new workflow state.

For a report, there might be multiple transitions that link it to any number of other states. You have the option to move the current state to any number of different states based on which transition you choose. One transition can be defined as a default that moves the current state automatically to another state or you can choose one of the other transitions created for that state.

To ensure that you receive email notifications, you must make sure that email notification is configured. For more information, see the CDM Administration Guide.

If you advance a workflow process to the next step in the workflow, an email can be sent automatically to the user who must perform that step. In that email, the user can click the report object name to open the report and report object in CDM directly from the email.

To change the workflow state for a report:

1. Open the report that you want to work with.
2. To move the report to the next state as determined by the workflow, complete the following steps:
   1. In the report tree, right-click the report and select Workflow > Move to Next State > Automatic to move it to the next state as defined by the default transition in the workflow, or select Workflow > Move to Next State > Custom to move it to one of the other transitions set for the state. The Select State for Selected Report Object window is displayed. Select the next state from the drop-down list and click OK. A confirmation message is displayed.
   2. If custom email notification is configured, an additional window opens where you can add custom messages to the default email template that was sent. Click Yes to proceed, or click No to change the status without an email notification.
3. To change the workflow state for the report to a different state, not necessarily the next state, complete the following steps:
   1. Right-click the report, and click Properties > Manage All Report Properties.
   2. Select a new status for Current Workflow State.
   3. Click OK to confirm the change.
   4. If custom email notification is configured, an additional window opens where you can add custom messages to the default email template that was sent. Click Yes to proceed, or click No to change the status without an email notification.