docs: Workflow draft state

site/guide/shared/_work-with-filters.qmd

@@ -55,7 +55,12 @@ Value editor
 
 ::::
 
-:::: {.content-visible when-format="html" when-meta="includes.both"}
+:::: {.content-visible when-format="html" when-meta="includes.workflows"}
+- **[workflow fields]{.smallcaps}** — Workflow properties, such as the workflow status, trigger, workflow target (type of workflow), or target type (subcategory of workflow target).
+
+::::
+
+:::: {.content-visible when-format="html" when-meta="includes.all"}
 :::: {.columns}
 
 ::: {.column width="50%" .pl4 .pr2}
@@ -67,17 +72,24 @@ Value editor
 :::
 
 ::: {.column width="50%" .pl4 .pr3}
-
 [Artifact Filters]{.small-text}
 
 - **[artifact information]{.smallcaps}** — One of the artifact fields always created by {{< var vm.product >}}, such as the Business Unit.
 - **[assignees]{.smallcaps}** — User assigned to the Validation Issue type artifact.
 - **[artifact fields]{.smallcaps}** — One of the organization-specific artifact fields you added for your own use.
+
 :::
 
 
 ::::
 
+::: {.column width="100%" .pl4 .pr3}
+[Workflow Filters]{.small-text}
+
+- **[workflow fields]{.smallcaps}** — Workflow properties, such as the workflow status, trigger, workflow target (type of workflow), or target type (subcategory of workflow target).
+
+:::
+
 ::::
 
 

site/guide/shared/work-with-filters.qmd

@@ -5,8 +5,8 @@
 title: "Work with filters"
 date: last-modified
 includes:
-    both: true
-aliases: 
+    all: true
+aliases:
   - select-your-filters.html
 # NR This page exists only to provide a page we can link to from the filter modal in the product.
 # The page is intentionally not included in the sidebar because the docs for the filter modal are already embedded in the correct context:

site/guide/workflows/_add-new-workflows.qmd

@@ -5,13 +5,13 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 :::: {.content-visible unless-format="revealjs"}
 To add a new blank workflow:
 
-1. In the left sidebar, click **{{< fa gear >}} Settings**.
+a. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-1. Under {{< fa shield >}} Governance, select **Workflows**.
+b. Under {{< fa shield >}} Governance, select **Workflows**.
 
-1. Click **{{< fa plus >}} Add Workflow**.
+c. Click **{{< fa plus >}} Add Workflow**.
 
-1. Select the [workflow target]{.smallcaps} type to add:
+d. Select the [workflow target]{.smallcaps} type to add:
 
     - **Inventory Model** — Workflows that apply to models in your inventory.^[[Working with the model inventory](/guide/model-inventory/working-with-model-inventory.qmd)]
     - **Artifact** — Workflows that apply to logged artifacts.^[[Working with artifacts](/guide/model-validation/working-with-artifacts.qmd)]
@@ -20,38 +20,38 @@ To add a new blank workflow:
 
 #### Add Model Workflows
 
-a. Click **{{< fa plus >}} Add Model Workflow**.
+i. Click **{{< fa plus >}} Add Model Workflow**.
 
-a. On the Add New Model Workflow modal, enter in a **[title]{.smallcaps}** and a **[description]{.smallcaps}** the workflow.
+ii. On the Add New Model Workflow modal, enter in a **[title]{.smallcaps}** and a **[description]{.smallcaps}** the workflow.
 
-a. Under **[workflow start]{.smallcaps}**, select when the workflow should be initiated:
+iii. Under **[workflow start]{.smallcaps}**, select when the workflow should be initiated:
 
-    - **Manually** — Start this workflow manually.^[[Initiate workflows](/guide/workflows/manage-workflows.qmd#initiate-workflows)]
-    - **On Model Registration** — Start this workflow when a model is registered in your model inventory.[^on-model-registration]
-    - **On Field Change** — Start this workflow on a change to a specific model inventory field.[^on-field-change] To configure, select a field under **[model field to monitor]{.smallcaps}**.
-    - **Via Webhook** — Start this workflow when a webhook event is received.
+- **Manually** — Start this workflow manually.^[[Initiate workflows](/guide/workflows/manage-workflows.qmd#initiate-workflows)]
+- **On Model Registration** — Start this workflow when a model is registered in your model inventory.[^on-model-registration]
+- **On Field Change** — Start this workflow on a change to a specific model inventory field.[^on-field-change] To configure, select a field under **[model field to monitor]{.smallcaps}**.
+- **Via Webhook** — Start this workflow when a webhook event is received.
 
-a. Under **[workflow expected duration]{.smallcaps}**, define the SLA for the workflow based on the start date in days, weeks, months, or years.
+iv. Under **[workflow expected duration]{.smallcaps}**, define the SLA for the workflow based on the start date in days, weeks, months, or years.
 
-a. Click **Add Model Workflow** to save your blank workflow, and then [configure your workflow steps](/guide/workflows/configure-workflows.qmd#configure-workflow-steps).
+v. Click **Save Draft** to save your blank workflow, and then [configure your workflow steps](/guide/workflows/configure-workflows.qmd#configure-workflow-steps).
 
 #### Add Artifact Workflows
 
-a. Click **{{< fa plus >}} Add Artifact Workflow**.
+i. Click **{{< fa plus >}} Add Artifact Workflow**.
 
-a. On the Add New Artifact Workflow modal, enter in a **[title]{.smallcaps}** and a **[description]{.smallcaps}** the workflow.
+ii. On the Add New Artifact Workflow modal, enter in a **[title]{.smallcaps}** and a **[description]{.smallcaps}** the workflow.
 
-a. Under **[workflow start]{.smallcaps}**, select when the workflow should be initiated:
+iii. Under **[workflow start]{.smallcaps}**, select when the workflow should be initiated:
 
-    - **Manually** — Start this workflow manually.^[[Initiate workflows](/guide/workflows/manage-workflows.qmd#initiate-workflows)]
-    - **On Artifact Registration** — Start this workflow when a artifact is logged on a model.[^on-artifact-registration]
-    - **Via Webhook** — Start this workflow when a webhook event is received.
+- **Manually** — Start this workflow manually.^[[Initiate workflows](/guide/workflows/manage-workflows.qmd#initiate-workflows)]
+- **On Artifact Registration** — Start this workflow when a artifact is logged on a model.[^on-artifact-registration]
+- **Via Webhook** — Start this workflow when a webhook event is received.
 
-a. Select the **[artifact type]{.smallcaps}**^[[Manage artifact types](/guide/model-validation/manage-artifact-types.qmd)] this workflow applies to.
+iv. Select the **[artifact type]{.smallcaps}**^[[Manage artifact types](/guide/model-validation/manage-artifact-types.qmd)] this workflow applies to.
 
-a. Under **[workflow expected duration]{.smallcaps}**, define the SLA for the workflow based on the start date in days, weeks, months, or years.
+v. Under **[workflow expected duration]{.smallcaps}**, define the SLA for the workflow based on the start date in days, weeks, months, or years.
 
-a. Click **Add Artifact Workflow** to save your blank workflow, and then [configure your workflow steps](/guide/workflows/configure-workflows.qmd#configure-workflow-steps).
+vi. Click **Save Draft** to save your blank workflow, and then [configure your workflow steps](/guide/workflows/configure-workflows.qmd#configure-workflow-steps).
 
 :::
 
@@ -62,15 +62,15 @@ a. Click **Add Artifact Workflow** to save your blank workflow, and then [config
 
     ::: {.callout title="Please note that only one workflow can be configured to initiate on model registration."}
     <br>
-    [Register models in the inventory](/guide/model-inventory/register-models-in-inventory.qmd)
+    [Register models in the inventory](/guide/model-inventory/register-models-in-inventory.qmd){.button}
 
     :::
 
 [^on-artifact-registration]:
 
     ::: {.callout title="Please note that only one workflow can be configured to initiate on registration for each type of artifact."}
     <br>
-    [Add and manage artifacts](/guide/model-validation/add-manage-artifacts.qmd)
+    [Add and manage artifacts](/guide/model-validation/add-manage-artifacts.qmd){.button}
 
     :::
 
@@ -84,49 +84,49 @@ a. Click **Add Artifact Workflow** to save your blank workflow, and then [config
 
 
 :::: {.content-hidden unless-format="revealjs"}
-1. In the left sidebar, click **{{< fa gear >}} Settings**.
+a. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-1. Under {{< fa shield >}} Governance, select **Workflows**.
+b. Under {{< fa shield >}} Governance, select **Workflows**.
 
-1. Click **{{< fa plus >}} Add Workflow**.
+c. Click **{{< fa plus >}} Add Workflow**.
 
-1. Select the [workflow target]{.smallcaps} type to add:
+d. Select the [workflow target]{.smallcaps} type to add:
 
     - **Inventory Model** — Workflows that apply to models in your inventory.
     - **Artifact** — Workflows that apply to logged artifacts.
 
 #### Add Model Workflows
 
-a. Click **{{< fa plus >}} Add Model Workflow**.
+i. Click **{{< fa plus >}} Add Model Workflow**.
 
-a. On the Add New Model Workflow modal, enter in a **[title]{.smallcaps}** and a **[description]{.smallcaps}** the workflow.
+ii. On the Add New Model Workflow modal, enter in a **[title]{.smallcaps}** and a **[description]{.smallcaps}** the workflow.
 
-a. Under **[workflow start]{.smallcaps}**, select when the workflow should be initiated:
+iii. Under **[workflow start]{.smallcaps}**, select when the workflow should be initiated:
 
-    - **Manually** — Start this workflow manually.
-    - **On Model Registration** — Start this workflow when a model is registered in your model inventory.
-    - **On Field Change** — Start this workflow on a change to a specific model inventory field. To configure, select a field under **[model field to monitor]{.smallcaps}**.
-    - **Via Webhook** — Start this workflow when a webhook event is received.
+- **Manually** — Start this workflow manually.
+- **On Model Registration** — Start this workflow when a model is registered in your model inventory.
+- **On Field Change** — Start this workflow on a change to a specific model inventory field. To configure, select a field under **[model field to monitor]{.smallcaps}**.
+- **Via Webhook** — Start this workflow when a webhook event is received.
 
-a. Under **[workflow expected duration]{.smallcaps}**, define the SLA for the workflow based on the start date in days, weeks, months, or years.
+iv. Under **[workflow expected duration]{.smallcaps}**, define the SLA for the workflow based on the start date in days, weeks, months, or years.
 
-a. Click **Add Model Workflow** to save your blank workflow, and then configure your workflow steps.
+v. Click **Save Draft** to save your blank workflow, and then configure your workflow steps.
 
 #### Add Artifact Workflows
 
-a. Click **{{< fa plus >}} Add Artifact Workflow**.
+i. Click **{{< fa plus >}} Add Artifact Workflow**.
 
-a. On the Add New Artifact Workflow modal, enter in a **[title]{.smallcaps}** and a **[description]{.smallcaps}** the workflow.
+ii. On the Add New Artifact Workflow modal, enter in a **[title]{.smallcaps}** and a **[description]{.smallcaps}** the workflow.
 
-a. Under **[workflow start]{.smallcaps}**, select when the workflow should be initiated:
+iii. Under **[workflow start]{.smallcaps}**, select when the workflow should be initiated:
 
-    - **Manually** — Start this workflow manually.
-    - **On Artifact Registration** — Start this workflow when a artifact is logged on a model.
+- **Manually** — Start this workflow manually.
+- **On Artifact Registration** — Start this workflow when a artifact is logged on a model.
 
-a. Select the **[artifact type]{.smallcaps}**
+iv. Select the **[artifact type]{.smallcaps}**
 
-a. Under **[workflow expected duration]{.smallcaps}**, define the SLA for the workflow based on the start date in days, weeks, months, or years.
+v. Under **[workflow expected duration]{.smallcaps}**, define the SLA for the workflow based on the start date in days, weeks, months, or years.
 
-a. Click **Add Artifact Workflow** to save your blank workflow, and then configure your workflow steps.
+vi. Click **Save Draft** to save your blank workflow, and then configure your workflow steps.
 
 ::::

site/guide/workflows/_configure-workflow-steps.qmd

@@ -5,19 +5,19 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 :::: {.content-visible unless-format="revealjs"}
 To add or edit workflow steps:
 
-1. In the left sidebar, click **{{< fa gear >}} Settings**.
+a. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-1. Under {{< fa shield >}} Governance, select **Workflows**.
+b. Under {{< fa shield >}} Governance, select **Workflows**.
 
-1. Click on the workflow you'd like to modify, then:
+c. Click on the workflow you'd like to modify, then:
 
     - For workflows that start when a webhook is received, double-click the **Start** node to configure the webhook.[^on-webhook]
     - To add a step, drag and drop a new step onto the canvas.
     - Double-click the new step to open up the configuration modal.
 
-1. After you're finished with step configuration, click **Update Step** to apply your changes.
+d. After you're finished with step configuration, click **Update Step** to apply your changes.
 
-1. After you've configured a step,^[To delete a step, refer to: [Delete workflow steps](/guide/workflows/configure-workflows.qmd#delete-workflow-steps)] you can then [link your workflow together](/guide/workflows/configure-workflows.qmd#link-workflow-together).
+e. After you've configured a step,^[To delete a step, refer to: [Delete workflow steps](/guide/workflows/configure-workflows.qmd#delete-workflow-steps)] you can then [link your workflow together](/guide/workflows/configure-workflows.qmd#link-workflow-together).
 
 ::: {.callout}
 Refer to [Introduction to workflows](/guide/workflows/introduction-to-workflows.qmd#workflow-elements) for information on available step types and details on how to set up conditional requirements.

site/guide/workflows/_link-workflow-together.qmd

@@ -6,17 +6,17 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
 ::: {.panel-tabset}
 
-#### 1. Start the workflow
+#### a. Start the workflow
 
 To initiate the beginning of your workflow:^[After you’ve [configured your workflow steps](/guide/workflows/configure-workflows.qmd#configure-workflow-steps), you can then link your workflow together.]
 
-a. Locate the [**Start**]{.bubble .green .green-bg} of your workflow.
+i. Locate the [**Start**]{.bubble .green .green-bg} of your workflow.
 
-a. Drag from the **{{< fa circle >}}** at the bottom of [**Start**]{.bubble .green .green-bg} to the top **{{< fa circle >}}** on the first step of your workflow.
+ii. Drag from the **{{< fa circle >}}** at the bottom of [**Start**]{.bubble .green .green-bg} to the top **{{< fa circle >}}** on the first step of your workflow.
 
-a. Continue with linking the rest your steps together.
+iii. Continue with linking the rest your steps together.
 
-#### 2. Link steps together
+#### b. Link steps together
 
 To link subsequent steps together:
 
@@ -31,27 +31,27 @@ Hover over a workflow step to view an animation of the steps connecting to and f
 
 {{< fa users >}} Approval steps need to be subsequently linked to both a [Rejected]{.bubble .red .red-bg} and an [Approved]{.bubble .green .green-bg} {{< fa cube >}} Model Stage Change step:^[[Workflow step types](/guide/workflows/workflow-step-types.qmd)]
 
-a. First, configure an **{{< fa users >}} Approval** step.
+i. First, configure an **{{< fa users >}} Approval** step.
 
-a. Then, drag two **{{< fa cube >}} Model Stage Change** steps onto the canvas:
+ii. Then, drag two **{{< fa cube >}} Model Stage Change** steps onto the canvas:
 
     - Assign a stage associated with rejection to one in the **[set model stage to]{.smallcaps}** field.
     - Assign a stage associated with approval to the other in the **[set model stage to]{.smallcaps}** field.
 
-a. Then, from the bottom of your **{{< fa users >}} Approval** step:
+iii. Then, from the bottom of your **{{< fa users >}} Approval** step:
 
-    a. Connect the left [**{{< fa circle >}}**]{.red} (red) to your rejection step.^[When complete, the workflow arrow will display as [Rejected]{.bubble .red .red-bg}.]
-    b. Connect the right [**{{< fa circle >}}**]{.green} (green) to your approval step.^[When complete, the workflow arrow will display as [Approved]{.bubble .green .green-bg}.]
+- Connect the left [**{{< fa circle >}}**]{.red} (red) to your rejection step.^[When complete, the workflow arrow will display as [Rejected]{.bubble .red .red-bg}.]
+- Connect the right [**{{< fa circle >}}**]{.green} (green) to your approval step.^[When complete, the workflow arrow will display as [Approved]{.bubble .green .green-bg}.]
 
-#### 3. End the workflow
+#### c. End the workflow
 
 When all your workflow steps have been linked together:
 
-a. Designate the end of your workflow by dragging an **{{< fa circle-stop >}} End** step onto the canvas.
+i. Designate the end of your workflow by dragging an **{{< fa circle-stop >}} End** step onto the canvas.
 
-a. Link relevant previous steps to the **{{< fa circle-stop >}} End** step by clicking on the bottom **{{< fa circle >}}** of those steps, and dragging to the top **{{< fa circle >}}** of the **{{< fa circle-stop >}} End** step.
+ii. Link relevant previous steps to the **{{< fa circle-stop >}} End** step by clicking on the bottom **{{< fa circle >}}** of those steps, and dragging to the top **{{< fa circle >}}** of the **{{< fa circle-stop >}} End** step.
 
-a. When you are finished configuring your workflow, click **Save** to apply your changes.
+iii. When you are finished configuring your workflow, click **Save** to apply your changes.
 
 :::
 

site/guide/workflows/_publish-workflows.qmd

@@ -0,0 +1,34 @@
+<!-- Copyright © 2023-2026 ValidMind Inc. All rights reserved.
+Refer to the LICENSE file in the root of this repository for details.
+SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
+
+:::: {.content-visible unless-format="revealjs"}
+::: {.callout-important title="Once a workflow is published, it cannot be reverted to draft status."}
+You can continue to make changes to published workflows by creating new versions of workflows.^[[Edit existing workflows](/guide/workflows/configure-workflows.qmd#edit-existing-workflows)]
+
+:::
+
+::::
+
+Once you are satisfied with the setup of your workflow, publish the workflow for use:
+
+a. In the left sidebar, click **{{< fa gear >}} Settings**.
+
+b. Under {{< fa shield >}} Governance, select **Workflows**.
+
+c. Hover over the workflow you want to publish.
+
+d. Under the [actions]{.smallcaps} column, click **{{< fa ellipsis-vertical >}}** and select **{{< fa circle-check >}} Publish Workflow**.
+
+e. Click **Yes, Publish** to confirm the publication of the workflow.
+
+
+:::: {.content-hidden unless-format="revealjs"}
+::: {.f5 .pl3 .mt4 .pr3 .embed}
+**Once a workflow is published, it cannot be reverted to draft status.**
+
+You can continue to make changes to published workflows by [creating new versions of workflows](/guide/workflows/configure-workflows.qmd#edit-existing-workflows){target="_blank"}.
+
+:::
+
+::::