{"title":"Workflow","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/","link":"/onestopreporting/budgeting/workflow/","description":"Through a workflow, you can manage the sharing of budget templates, set deadlines, and see the status of how far end-users have progressed in the budget process.","content":"\u003cp\u003eThe \u003cstrong\u003eWorkflow\u003c/strong\u003e feature gives you full control of the budgeting process from start to finish. Through a workflow matrix, you can manage the end users\u0026rsquo; access to budget forms, monitor the progress of the budget data entry, and receive notifications by the end user when budget data entry is complete. This paves the way for a dynamic and smooth budgeting process.\u003c/p\u003e\n\u003ch2 id=\"options-in-the-workflow-screen\" class=\"group\"\u003eOptions in the Workflow screen\u003ca class=\"prose-heading-self-link\" href=\"#options-in-the-workflow-screen\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003ctable\u003e\n  \u003cthead\u003e\n      \u003ctr\u003e\n          \u003cth style=\"text-align: left\"\u003eName\u003c/th\u003e\n          \u003cth style=\"text-align: left\"\u003eDescription\u003c/th\u003e\n      \u003c/tr\u003e\n  \u003c/thead\u003e\n  \u003ctbody\u003e\n      \u003ctr\u003e\n          \u003ctd style=\"text-align: left\"\u003e\u003cstrong\u003eNew\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd style=\"text-align: left\"\u003eCreate a new workflow. See \u003ca href=\"/onestopreporting/budgeting/workflow/create/\"\u003eCreate new workflow\u003c/a\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd style=\"text-align: left\"\u003e\u003cstrong\u003eEdit\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd style=\"text-align: left\"\u003eOpen and edit a draft workflow. \u003cstrong\u003eNote:\u003c/strong\u003e You can only edit the time interval for a published workflow.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd style=\"text-align: left\"\u003e\u003cstrong\u003eDuplicate\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd style=\"text-align: left\"\u003eDuplicate an existing workflow.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd style=\"text-align: left\"\u003e\u003cstrong\u003eView\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd style=\"text-align: left\"\u003eView the details of a published workflow.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd style=\"text-align: left\"\u003e\u003cstrong\u003eStatus\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd style=\"text-align: left\"\u003eView the status and progress of a published or finished workflow.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd style=\"text-align: left\"\u003e\u003cstrong\u003eDelete\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd style=\"text-align: left\"\u003eDelete the selected workflow. All associated assignments will also be removed.\u003c/td\u003e\n      \u003c/tr\u003e\n  \u003c/tbody\u003e\n\u003c/table\u003e\n\u003ch3 id=\"for-published-workflows-you-can-view-the-workflow-setup\" class=\"group\"\u003eFor published workflows, you can view the workflow setup\u003ca class=\"prose-heading-self-link\" href=\"#for-published-workflows-you-can-view-the-workflow-setup\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003col\u003e\n\u003cli\u003eIn the \u003cstrong\u003eWorkflow\u003c/strong\u003e module, in the \u003cstrong\u003eWorkflows\u003c/strong\u003e list, click the workflow.\u003c/li\u003e\n\u003cli\u003eClick the button with three dots \u003cstrong\u003e\u0026hellip;\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eClick  \u003cstrong\u003eView\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eThis is a read-only functionality and you cannot edit a published workflow.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch3 id=\"you-can-duplicate-a-worklfow\" class=\"group\"\u003eYou can duplicate a worklfow\u003ca class=\"prose-heading-self-link\" href=\"#you-can-duplicate-a-worklfow\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003col\u003e\n\u003cli\u003eClick an existing workflow.\u003c/li\u003e\n\u003cli\u003eClick the button with three dots \u003cstrong\u003e\u0026hellip;\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eClick  \u003cstrong\u003eDuplicate.\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eWorkflow name\u003c/strong\u003e field, enter a name for the new workflow.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eDuplicate\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n","children":[{"title":"Create new workflow","description":"Create workflow, select templates, assign users, and publish budget assignments to users","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/create/","link":"/onestopreporting/budgeting/workflow/create/"},{"title":"Workflow status","description":"Use the status overview to monitor progress and filter budget tasks effectively.","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/status/","link":"/onestopreporting/budgeting/workflow/status/"},{"title":"Edit budget template in published workflows","description":"Understand consequences for users and workflow before publishing any changes.","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/edit-budget-template-in-published-workflows/","link":"/onestopreporting/budgeting/workflow/edit-budget-template-in-published-workflows/"}]}