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Viewing status workflows

Gav Willis avatar
Written by Gav Willis
Updated over 4 years ago

To view a status workflow in a record summary, select the diagram icon next to the record's Status.

This will open the diagram view of the workflow. The record's current status will be shown in green. Statuses that the record has previously been on will be shown in blue and ones that the record has never been on in grey.

When you change the status, you will be shown a list of all transitions available from the current status.

Selecting the new status will open a window where you can add any Notes as necessary. Select Save to update the record to show the new status.

For more information, take a look at the full help page for Viewing Workflows.

Keywords: Status Workflows, Opportunity Pipeline, Learner Status, Applicant Status, Organisation Status

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