Workflow: How to View How a Workflow Looks on a Record
To view how this Workflow now looks on a record, go to a record. We haven’t set up any transitions yet, so right now it is set up that the Workflow will be managed by those assigned to Workflows manually moving through the Workflow. Here is an example of what that might look like on a record, note how the drop down on Status is available for clicking to choose a Status, and in this particular example, in the editor this form has the Workflow displaying on the right in a tab called Workflow where our previous example showed how the Workflow was displayed at the top of the record. This is the base of your Workflow, clicking through the statuses, assigning who owns the work, and giving items due dates:
The Status dropdown will be locked if you have transitions in place. Note in the image below how there is a lock on Status, that is because for this particular Workflow, transitions have been set up.
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