Customize the Workflow Assigned to a Section or Report Object

You can customize the workflow for a section or report object in CDM.

The particular changes that you can make depend on your permissions, but you cannot change the overall workflow.

This task can only be performed on sections or report objects that have workflow inheritance disabled. Any descendant sections or report objects that have workflow inheritance enabled will inherit the new customized workflow.

To customize the workflow assigned to a section or report object:

1. Open the report that you want to work with.
2. In the report tree on the left, right-click the section or report object and select Workflow > Edit Workflow. The Manage workflow window opens.
3. If you want to add workflow states, complete the following steps:
   1. In the Toolbox box, select icons that represent workflow states that you want in this workflow process, and drag them to the Workflow box.
   2. Arrange the icons in the appropriate order for your workflow process.
   3. To create transitions, connect the icons by drawing lines from the gray Out pipe on the first icon to the white In pipe on the second icon. A line appears between the icons. You can create transitions from one state to several others and designate one transition as the default. The default represents the most likely transition to be used automatically when the state moves to another state. However, a user can choose the other transitions not designated as the default as an option when the state is moved. Right-click on a transition and select Default to set it as the default.
4. Change the attributes of the workflow states as needed. See Change the Attributes for a Workflow State.
5. If you want to change the users or group who have access to the report object, complete the following steps:
   1. Select the state that you want to change.
   2. Click Assign Users/Groups.
   3. Add or remove users and groups.
   4. Click OK.
6. If you want to add text to the email notification, double-click the line between the workflow states, enter the text, and click OK.

   Ensure that the default email client is running. If the email client is not open, the email is not sent and the email appears in the outbox of the email client.

7. When you have finished customizing the workflow, click OK.