📌 Understanding the Grid
The grid works as a matrix:
- Rows → Workflow Categories (e.g., Approval Process, Review Cycle, Testing Procedure)
- Columns (under “Status”) → Workflow Statuses (e.g., Draft, In Progress, Completed)
- Checkbox → Links a category to a specific status
You can nest categories in a tree structure to organize related workflows under broader groups.
➕ Creating a New Workflow Category
- Click + Category at the top.
- Fill in:
- Name → Category name (e.g., "Approval Process").
- Description → Short explanation of the category’s purpose.
- Sorting → Number to decide where it appears in the list.
- Press Save and Close.
🏷 Creating a New Workflow Status
- Click + Status at the top.
- Fill in:
- Name → Status name (e.g., "In Progress").
- Description → Short explanation of when to use this status.
- Sorting → Number for display order.
- Choose a background color for quick recognition.
- Press Save and Close.
🔗 Linking Categories to Statuses
- Find the category row.
- Tick the checkbox under the relevant status column.
- A category can be linked to multiple statuses so it can follow different possible paths.
📋 Example Status List
| Status | Description |
|---|
| Draft | Workflow is being set up and not yet active. |
| In Progress | The workflow is currently active and tasks are being executed. |
| On Hold | The workflow has been paused temporarily. |
| Completed | The workflow has finished successfully. |
| Cancelled | The workflow has been stopped before completion. |
❓ FAQ
Q: Can I have different statuses for different workflow categories?
Yes. You can link only the relevant statuses to each category using the grid.
Q: Can workflows change categories after they start?
Generally no, as it could break status tracking, but you can update statuses at any time.
Q: Can a workflow be both “On Hold” and “In Progress”?
No, a workflow can only have one status at a time.
