Workflow Status and Transition Tab

This is the first tab in the horizontal navigation menu. It has a gear icon and contains a name of the workflow and its description. If you have manager privileges you will be able to edit either one by clicking on the text, editing, and confirming by clicking on the edit-box’s check-mark.

The page shows shows the current state of the workflow and a diagram depicting its state transitions. This page also lets a user transition the workflow to the next state. Depending on the current state and the role you play in the workflow process, you may see action buttons for moving the workflow to the next state.

The Basic Workflow

The standard EDG workflow template includes the Basic workflow, which supports optional review cycles and staging before committing changes to production.

TopBraid EDG Basic Workflow

TopBraid EDG Basic Workflow

The Basic workflow’s states and actions (transitions)

Basic WF Status

Action

Role(s): Graph(s) *

Description

Resulting Status

Cancel this workflow

Manager: either

Irrevocably deletes the entire WF

N/A

Uncommitted (editable)

Commit changes to production

Editor: Production

Applies all WF changes into production

Complete

Freeze for review

Manager: WF

Pauses WF editability

Frozen for Review

Frozen for Review

Request further changes

Editor: WF

Resumes WF editability

Uncommitted

Reject changes

Editor: WF

Blocks applying any WF changes into production

Rejected

Approve changes

Editor: Production

Ends WF editability (staged for production)

Approved

Rejected

Allow further changes

Editor: Prod. & Manager : WF

Resumes WF editability

Uncommitted

Approved

Accept changes to production

Editor: Production

Applies all WF changes into production

Complete

Complete

Complete

  • All actions require at least viewer permissions on both the production and WF copies.