Define a new workflow

table.png

 

 

Now that you set up your basic status list, you can also customise rights per role.  You can decide which role can / can not modify the status that they are responsible for. 

Here is a case: you would like Guests to update observations only to < Fixed >, and to update to < Contested > when an observation is in status < Refused >. Let’s see how we can set it up.

  1. In the column < Guest > I remove all but < Fixed > for the status < Open >
  2. Again in the column < Guest > in the line of < Refused >, I check in < Contested >

Likewise, you can customize all workflows according to your company’s internal process.

 

Advice

On our help center, find the description of the setting which could help you to start!  

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.

Articles in this section