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Workflow

A workflow is a process that is used to track the progress of a report, section, or report object towards completion. The workflow states define what needs to be done at each point in the approval process. You have permission to view and work with blank objects or report objects that are associated with your assigned workflow state.

If the administrator has made reports, sections, or report objects editable, you can modify them.

The administrator can assign a due date to the workflow state. If the due date is equal to the current date or has passed, Workflow Due Date in the Properties and Comments window is highlighted.

For each workflow state in the workflow process, 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.

Move the report, section, or report object to the next state when you are done working with it. The report, section, or report object is automatically assigned to the next user or group. You cannot assign the report, section, or report object to another user except by advancing them to the next workflow state. You can also reject and revert a report, section, or report object to its previous state. For example, when you review report objects, you realize that the previous user needs to make further changes. You move the report object to the previous state.

Tip: If you advance the workflow state of a report, section, or report object by mistake, and you require access to the report, section, or report object again, you must contact the administrator.

Tip: See the following articles for more:

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