Workflow State

In CDM, you can design workflow states that can be used in a workflow to define what needs to be done at each point in the approval process.

Add a Workflow State

Some workflow states are provided in CDM. If the workflow state that you need does not exist, you can add it.

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Under Workflow, double-click Workflow States. The Workflow States tab opens in the work area.
3. Click Home > Add > Workflow State. The Add Workflow State Template window is displayed.
4. Enter a name for the workflow state.
5. You can specify a description for the workflow state. The description can contain a maximum of 50 characters.
6. Select an image for the state. If you need an image that does not appear in the State Image area, click Add Another Image > Browse, and browse for an image on your computer. You can save the image you uploaded to the image gallery.

   Note: Ideally, the size of the image should be 42 x 42 pixels. If the image that you select is larger than 42 x 42 pixels, the size is reduced automatically when it appears in a workflow process.

7. In the Report Summary Options area, select the color for text and background.
8. Click OK.

Edit a Workflow State

You can change the details of a workflow state.

1. In the Workflow States tab in the work area, right-click the workflow state you want to edit and select Edit.
2. Change the name, description, and image for the workflow state.
3. Change the color for text and background.
4. Click OK.

Delete a Workflow State

If you no longer need a workflow state, you can delete it. You cannot delete a workflow state if it is currently in use.

Important: If you delete a workflow state, you cannot undo your action. Proceed with caution.

To delete a workflow state:

1. In the Workflow States tab in the work area, right-click the workflow state you want to delete and select Delete.
2. In the confirmation window, click Yes.