Workflows

How your company's stages and rules are configured.

A workflow defines the states a record passes through, who can move it between them, and what happens on the way. Administrators configure them; everyone else experiences them as the buttons available at a given moment.

What a workflow controls

• States — WIP and Released always exist; others can be added
• Transitions — who may move a record from one state to the next
• Conditions — required fields, mandatory approvals, checks that must pass first
• Actions — what fires automatically on a transition: notifications, exports, derivative generation, a revision bump

Why a button might not be there

If you can't move something forward, one of these usually applies:

• A required field is empty — the record will normally tell you which
• An approval is outstanding
• Your role isn't permitted to make that particular transition
• A linked record isn't ready — an ECO can't release while an affected part is still checked out