Skip to content
Merged
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
32 changes: 27 additions & 5 deletions site/guide/workflows/_transition-workflows.qmd
Original file line number Diff line number Diff line change
Expand Up @@ -24,7 +24,10 @@ To transition a workflow into next steps:
1. If an action is available to your role, you'll see it listed under that workflow:

- Click **{{< fa arrow-right >}}** to open up the transition panel for your selected action. This arrow will be followed by the action name.
- Enter your **[notes]{.smallcaps}** and/or any other additional inventory fields^[[Manage model inventory fields](/guide/model-inventory/manage-model-inventory-fields.qmd)] then click **{action}** where `action` is the name of your custom user action.
- Enter your **[notes]{.smallcaps}** and/or any other additional inventory fields^[[Manage model inventory fields](/guide/model-inventory/manage-model-inventory-fields.qmd)]. To save a working copy of the entered information without transitioning the workflow into its next state, click **Save**.[^submission-drafts]

1. Click **{action}** where `action` is the name of your custom user action to submit the entered information and transition the workflow into its next state.


#### On artifacts

Expand All @@ -33,11 +36,21 @@ To transition a workflow into next steps:
1. If an action is available to your role, you'll see it listed under that workflow:

- Click **{{< fa arrow-right >}}** to open up the transition panel for your selected action. This arrow will be followed by the action name.
- Enter your **[notes]{.smallcaps}** and/or any other additional inventory fields^[[Manage model inventory fields](/guide/model-inventory/manage-model-inventory-fields.qmd)] then click **{action}** where `action` is the name of your custom user action.
- Enter your **[notes]{.smallcaps}** and/or any other additional inventory fields^[[Manage model inventory fields](/guide/model-inventory/manage-model-inventory-fields.qmd)]. To save a working copy of the entered information without transitioning the workflow into its next state, click **Save**.[^submission-drafts]

1. Click **{action}** where `action` is the name of your custom user action to submit the entered information and transition the workflow into its next state.

:::


<!-- ADDITIONAL FOOTNOTES -->

[^submission-drafts]:

- Working copies are tracked under model activity: [View model activity](/guide/model-inventory/view-model-activity.qmd)
- Working copies can be viewed, edited, and submitted by any other users with permissions to transition the workflow into its next state.
- Fields values updated via working copies will reflect on the field itself.

::::

:::: {.content-visible when-format="revealjs" when-meta="includes.developer"}
Expand All @@ -52,7 +65,10 @@ To transition a workflow into next steps on models:
1. If an action is available to your role, you'll see it listed under that workflow:

- Click **{{< fa arrow-right >}}** to open up the transition panel for your selected action. This arrow will be followed by the action name.
- Enter your **[notes]{.smallcaps}** and/or any other additional inventory fields then click **{action}** where `action` is the name of your custom user action.
- Enter your **[notes]{.smallcaps}** and/or any other additional inventory fields then click **{action}** where `action` is the name of your custom user action. To save a working copy of the entered information without transitioning the workflow into its next state, click **Save**.

1. Click **{action}** where `action` is the name of your custom user action to submit the entered information and transition the workflow into its next state.


::::

Expand All @@ -71,7 +87,10 @@ To transition a workflow into next steps:
1. If an action is available to your role, you'll see it listed under that workflow:

- Click **{{< fa arrow-right >}}** to open up the transition panel for your selected action. This arrow will be followed by the action name.
- Enter your **[notes]{.smallcaps}** and/or any other additional inventory fields then click **{action}** where `action` is the name of your custom user action.
- Enter your **[notes]{.smallcaps}** and/or any other additional inventory fields then click **{action}** where `action` is the name of your custom user action. To save a working copy of the entered information without transitioning the workflow into its next state, click **Save**.

1. Click **{action}** where `action` is the name of your custom user action to submit the entered information and transition the workflow into its next state.


#### On artifacts

Expand All @@ -80,7 +99,10 @@ To transition a workflow into next steps:
1. If an action is available to your role, you'll see it listed under that workflow:

- Click **{{< fa arrow-right >}}** to open up the transition panel for your selected action. This arrow will be followed by the action name.
- Enter your **[notes]{.smallcaps}** and/or any other additional inventory fields then click **{action}** where `action` is the name of your custom user action.
- Enter your **[notes]{.smallcaps}** and/or any other additional inventory fields then click **{action}** where `action` is the name of your custom user action. To save a working copy of the entered information without transitioning the workflow into its next state, click **Save**.

1. Click **{action}** where `action` is the name of your custom user action to submit the entered information and transition the workflow into its next state.


::::

Expand Down
Loading