If an asset collection you are working with has any workflow in progress you can access them by clicking on Workflows tab for the collection.
If you are responsible for transitioning a workflow to the next state, you will also see it listed in the My Workflows page that you can access directly from the left Navigation Bar.
In both cases, you will have up to two options:
- Go to Workflow - this will take you to a page where you can see the current state of the workflow and will show a diagram depicting its state transitions. It is called Workflow Status and Transition page.
- Go to Asset - this options is only available for workflows that pertain to one specific asset. Clicking on this button will take you directly to the assets's form
On top of the page you will see the same tabbed horizontal navigation menu as you see when working directly with an asset collection, but its color will be pale yellow instead of grey. This will give you a visual indication that you are in a workflow.
Any changes you will make will stay in the working copy associated with this workflow and will not be visible outside it.
Workflow Status and Transition Tab
This is the first tab in the horizontal navigation menu. It has a gear icon and contains a name of the workflow and its description. If you have manager privileges you will be able to edit either one by clicking on the text, editing, and confirming by clicking on the edit-box's check-mark.
The page shows shows the current state of the workflow and a diagram depicting its state transitions. This page also lets a user transition the workflow to the next state. Depending on the current state and the role you play in the workflow process, you may see action buttons for moving the workflow to the next state.
The Basic Workflow
The standard $ProductAbbrevName workflow template includes the Basic workflow, which supports optional review cycles and staging before committing changes to production.
The Basic workflow's states and actions (transitions)
|Basic WF Status||Action|
Role(s): Graph(s) *
|Cancel this workflow||Manager: either||Irrevocably deletes the entire WF||N/A|
|Commit changes to production||Editor: Production||Applies all WF changes into production||Complete|
|Freeze for review||Manager: WF||Pauses WF editability||Frozen for Review|
|Frozen for Review||Request further changes||Editor: WF||Resumes WF editability||Uncommitted|
|Reject changes||Editor: WF||Blocks applying any WF changes into production||Rejected|
|Approve changes ||Editor: Production||Ends WF editability (staged for production)||Approved|
|Rejected||Allow further changes||Editor: Prod. & Manager : WF ||Resumes WF editability ||Uncommitted|
|Approved||Accept changes to production||Editor: Production||Applies all WF changes into production||Complete|
|Complete|| || || ||Complete|
* All actions require at least viewer permissions on both the production and WF copies.
View and Edit Page
The next tab in the horizontal menu opens the $ModelType's editing view. The name of the tab varies depending on the type of collection.
Editing works exactly the same way as if you were editing production copy of the $ModelType except that all changes are kept in a working copy until the workflow completes successfully. (See Workflows for details on the difference between using workflows and directly editing production copies.)
View Transition History
This lists the temporal sequence of the workflow's status transitions, executed by various users.
This lists all user comments associated with the workflow. Workflow-level comments can be created here directly. Asset-level (resource instance level) comments created while viewing or editing the workflow also appear here. A comment's status can be changed by any workflow editor (or manager) and by the comment's creator.