Change the Attributes for a Workflow State

You can change the attributes for a workflow state in CDM. Workflow state attributes determine how users work with a section or report object.

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 workflow state attributes.

For each workflow state, you can set the following attributes:

• Set Due Date
  Determines when the workflow state is due. The due date is set in relation to the due date of the assigned report object.

  For example, the current date is June 1; the report object's due date is June 30. You have three states in this example workflow that will be completed simultaneously. You need 5 days to complete the tasks in the first state, 10 days for the second state, and 15 days for the third state. To complete all workflow states by June 30, the first state is due June 25 (June 30 minus the offset of 5 days), the second state is due June 20 (June 30 minus the offset of 10 days), and the third state is due June 15 (June 30 minus the offset of 15 days).

• Default
  Determines the default state for report objects. The first state added to the diagram is automatically the default state. You can specify a different state as the default.
• Editable
  Determines whether users can edit the report object when it is in this workflow state.
• Locked
  Determines whether the report object can be refreshed.

To change the attributes for a workflow state:

1. Open the report that you want to work with.
2. In the report tree on the left, right-click a section or report object and select Workflow > Edit Workflow. The Manage workflow window opens.
3. To change the due date, select the state and click Set Due Date. Select an appropriate due date offset and click OK.
4. To change which state is the default state, select the new state and click Default.
5. To allow users to edit sections or report objects in this state, select the state and click Editable.
6. To lock sections or report objects in this state, select the state and click Locked.
7. To show or hide the legend, click Show Legend.