Account Settings - Status Workflows

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Workflows Overview

Workflows ease the process of changing the status of a record. From within the detail view of an item with a status, click the Mark As button to advance the status to the next status in the workflow.

In the example below, the current status is Open. The next status in the workflow (shown above) is In Progress, which appears in the button at the upper right of the issue. Click this button to quickly update the status or select from other statuses by clicking the dropdown arrow to the right of the Mark As button.

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Creating a New Workflow

1
Press the large grey (+) arrow under New Workflow area.
2
A status bar with empty field will appear. Choose a status from the dropdown menu.
3
Add more status steps to the workflow by hovering over the front or back of the status arrow where you want to place another status. Another grey (+) arrow will appear. Click it to add another status in the same manner.

NOTE The first status of a workflow cannot exist in another workflow.

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Editing a Workflow

Add a status to a workflow by hovering over the front or back of the status arrow where you want to place another status. A grey (+) arrow will appear. Click it to add another status.

Click the X button on the right of the status arrow to remove it from the workflow.

NOTE Issues, equipment, checklists, and tests each have their own status settings.

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