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Move an Item through a Workflow

Use the Actions menu (actions icon) to advance an item through a workflow.

Note: The item must be in a workspace configured with workflow.
  1. In the item header, click Actions.
  2. If the item can be moved through a workflow, Workflow Transition is available in the Actions menu. Select Workflow Transition.
  3. In the Workflow Actions dialog, select a workflow transition.
  4. Optional: enter a comment.
  5. Click Save.

If Workflow Transition is disabled in the Actions menu, the item cannot be moved through the workflow at this time. This could mean that the item is in a locked state waiting for further approval, come to the end of the workflow, or you do not have permission to move the item.

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