Edit a template status

If you don't want to create a new status, you can edit the ones that Inspire provides. A Status identifies what's happening to the components during an Activity in the workflow. After you edit a Status, Inspire applies those changes to all Activities where it is currently in use.

Before you begin

  • A Status is unique to the template where it's included.
  • If you want to use a new or updated Status in a different template, you have to re-create it in that specific template.

To edit a template status:

  1. Click Components.
  2. In the Folders pane, select Workflows.

    If you have moved the template to another folder, go that location instead.

  3. In the Components pane, select a workflow.

    To open the template, do one of the following:

    • Double-click the file
    • Right-click the file, and then select Edit...
    • Click the Options menu, and then select Edit...
    Results: You see the workflow activities and transitions in the editor.
  4. In the workflow editor, go to the toolbar and select Statuses.

  5. On the Status Management screen, click Update.

    Results: You see a the row become editable.
  6. To edit information about the status:

    1. In Name, enter a word to create a unique title that describes how users are interacting with the components during an activity.

      This is usually an adverb (action + "ing").

    2. Optionally, in Description you can enter more details about what the user should do to complete this action.
    3. To save your changes, in the row you're updating, click Update.
      Results:
      • You can see your updated status on the Status Management screen.
  7. On the Status Management screen, click Save.
    Results:
    • You can select your updated action when creating or updating an Activity.
    You can now:
    • If you are done updating the workflow, to close the workflow editor, click Save and Submit.
    • If you want to keep working but save your changes locally, click Save Progress.
    • If you want to make other changes to a review workflow, continue to Update the review workflow template.
    • If you want to make other changes to a topic workflow, continue to Update the topic workflow template