Set the Order of Statuses in a Workflow Template

Set the order of statuses in a workflow template so they appear in the order they should be used. This makes it easier for everyone to understand which status comes next in the process.

Statuses are listed in the order they are added. If you added the statuses in the order they should be used, you do not need to set the order.
Fastpath: Business Setup > Standards And Templates > Workflow Templates
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that no project is selected in the Current Project Is field.
  2. Select Business Setup > Standards And Templates > Workflow Templates.
  3. Click on the workflow template you want to work with in the Workflow Templates area of the Workflow Templates screen.
  4. In the Workflow Template Statuses area on the right, click .
  5. In the Sort Workflow Template Statuses screen, drag and drop each status up or down to set the order of the statuses for the workflow.
  6. When the statuses are listed in the correct order, click Close.
    Note: When using combination filters in the grid, all statuses before Complete are considered Non Complete.
You can now use a non-process workflow when creating form templates, non-process task types, and locations. Process workflows can be used when creating processes. You can also assign roles to workflows to set security on them.