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What is the Workflows menu?

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On this tab, you can view the structure of the integrated workflows. You can also track how many projects are using each workflow.
A workflow contains a defined set of steps available during the ticket lifecycle and determines which actions (buttons) are available for each step.

Inside the Fieldcode Admin Panel go to Process → Workflows
Learn more about workflows here: What is the workflow?

Workflow: Basic I

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Workflow: Basic II - Validation and Report

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How to find out more about the workflow

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Click on a particular step by expanding the arrow to find out more about the status name of the step, available buttons of the step,
and history entries that a step creates:

  • The status name in this particular workflow step
  • The workflow buttons that are used in this particular workflow step
  • The history entry this particular step will create in this particular workflow step

You can also drill down even further to trace the sub-steps of statuses to comprehend where they connect together.

Example: A workflow step can have the sub-step cancel, but only the sub-step cancel will lead to the status COMPLETED.

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