Articles in this section

Change a Workflow's Step for a Report or a Specific Report Section

Users with report edit permissions can update a workflow step upon completing a step—either directly within a section or via the Workflow dashboard—to ensure efficient tracking and seamless collaboration across report sections.

Select a section of the article to navigate directly to it. 

  1. Change a Workflow Step in a Report
  2. Change a Workflow Step in the Workflow Dashboard
    1. Update in Bulk
    2. Update a Single Report Section
  3. Frequently Asked Questions (FAQs)

Change a Workflow Step in a Report Walkthrough

Step-by-Step Instructions

  1. Within a Report, select the Options icon on a specific section.
  2. If a workflow is applied, you will see a Steps and Show Workflow option. Hover over the Steps option to see the steps you can select.
  3. Select the appropriate step to apply it.

Change Workflow Steps on the Workflow Dashboard Walkthrough

Step-by-Step Instructions

Update Workflow Steps in Bulk on the Dashboard

  1. Select the specific report sections to change the step.
  2. Click Move workflow step
  3. Select the Workflow.
  4. Select the new Step from the list.
  5. Click Update All to commit the changes.

Update a Single Section on the Dashboard

  1. To edit a single report section, select the Pencil icon in the row to select a new step.

Frequently Asked Questions (FAQs)

Q: The step/status I need is not available, how do I add it?

A: Reach out to your administrator or if you have the permission, add a step to the workflow template in Settings to make it an option. 
 



Have more questions or need assistance? Submit a Request