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Configuring Workflows

Shows step-by-step how to configure Workflows.

Before you begin

You want to extend or adapt the existing workflows.

Navigate to:

Issues and tasks tabConfiguration WorkflowsTransitions

Applies to all disciplines.

Workflows transitions Linear Revit

Procedure

  1. To rename a workflow, activate the edit mode in the Transition column by double-clicking in the corresponding row.
  2. Enter a new name and confirm with Enter.
  3. To create a new workflow, double-click on the last row in the Transition column to activate the edit mode.
  4. Enter a name.
  5. Select the desired entries in the from status and to status columns.
  6. Confirm your entry with Enter and exit the dialog with OK.

Results

The workflows are renamed or created.

Dialog options Linear Revit