How to customize the states for workflow ?

malathir · ‎02-24-2016

I have some knowledge articles that use OOTB review(publish) workflow and some that use two level custom review workflow. I need to show their states in the list view appropriately but there seems to be no way to control the states . Is it possible to show select states for records based on the the workflow selected ? For a two level review process i want to show 'Review Level 1' and 'Review Level 2' only and for single stage records, i want to show 'Review' alone . Thanks in advance for help!

Steve McCarty · ‎02-24-2016

You shouldn't have to put any choices on the workflow field. It is usually best if those are read only so that they only get updated from the workflow itself. The workflow engine doesn't need choices, it sets the field to the stage value no matter what.

You might try changing the Stage Rendering field in the workflow properties to Workflow Driven and see if that renders the stages the way you want. With Workflow Driven, the workflow engine sets the initial stage rendering to use the "most positive" path in the workflow and then changes it as needed as the workflow progresses. Just remember that when you change a workflow it doesn't change any currently running workflow contexts, only new ones. So to see your changes you have to create a new record that starts a new workflow context.

-Steve

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azaa · ‎08-23-2017

He asked about state but answers are all about stages