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The workflow status of a record determines if:
- The record is a draft.
- The record is locked.
- Record participants receive an email when the workflow status changes while the notification setting is on.
Draft workflow status
When you create a record, the Draft workflow status is selected automatically. Draft records are visible only to the user who created them and can be saved with incomplete required fields.
The record changes from the Draft workflow status if:
- You select a different workflow status.
- You add an assignment or courtesy copy. Then the record changes immediately to the next workflow status in the list.
- Records can't be changed back to the Draft workflow status.
- Draft records are available for linking and for reports.
Locked records
A record is locked when it has a locked workflow status. Users with the Project Administrator security role can unlock the record to edit it.
When a record is locked, the linked files become read-only.
To unlock a record
- In the record, on the navigation toolbar, select
(Locked).
The first unlocked, non-draft workflow status is assigned to the record.
To lock a record
- Select a locked workflow status.
Changing the workflow status
Records can't be changed back to the Draft workflow status.
To change the workflow status of a record
- Open the record.
- In the Information panel, select an option from the workflow status list.
