Update an activity's status

After you create a new Status you can add it to an Activity. If you have updated a Status that is already in use, those changes are already applied to activities where they are already used.

Tips and tricks

  • A Status is unique to the template you're working in.
  • If you want to use a new or updated Status in a different template, you have to re-create it in that specific template.
  • These steps help you edit an Activity to select a different Status.

    If you want to manage the statuses you have to choose from in a template, follow the steps in:

To update an activity with a new 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, select the Activity you want to update.
    Result: The box you select has an orange highlight around it.

  5. In the Activity's title bar, click Edit.

    Results: You see the Update Activity screen.

  6. In Status, select an option such as Reviewing or Resolving.

    These options are configurable. Follow the steps in: Manage statuses in a template.

  7. To save changes to the Activity, click Update.
    Result: You can see your updated activity in the workflow editor.
  8. To save changes to the template, do one of the following:
    • 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

    Results:

    • The changes to an Activity will be applied to all new workflows that are started using this template.
    • For workflows that use this template and are in progress:
      • If the Activity you are updating has not occurred yet, the changes will be applied when the workflows moves to the updated Activity.
      • If the Activity you are updating has already been completed, the changes will not be applied.