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Modify a Workflow Status Name or Color

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Who can use this feature?

Owner | Developer

Instructions

  1. Sign in to the HCMS

  2. Navigate to Settings and select Workflows in the secondary navigationSettings menu displaying Workflows.

  3. Click the Edit (gear) icon next to the Workflow you wish to editUser interface showing events section with options to add a workflow.

  4. To modify the name of a status, hover over the status and select the pencil icon that appearsWorkflow settings for asset management, highlighting archived status and role selection options.

    1. Rename your statusEdit the status name for a workflow.

    2. Select Save to save, or select the X icon if you do not want to save your changes The Save button next to the workflow status name.

  5. To change the color for your status, click on the circle to open a color picker and choose a color from the gradient or enter a color Hex value: Color selection tool with hex code and options for archived status in a user interface.

    Note:

    The color will update automatically.

  6. Scroll up and click the Save buttonA Save button underneath a workflow.