Adding a Set Status

About this task

Icon for the Set Status activity

Use the Set Status activity to indicate where you are in the workflow.

Procedure

  1. In the Workflow Canvas, open the Project tab.
  2. Select the Workflow dropdown. The Workflow Designer opens.
  3. Open the Activities tab.
  4. Drag the Set Status workflow activity onto the Workflow Designer.
  5. In the Properties panel, enter a name for the activity in the Display Text field. The name appears on the icon in the workflow.
  6. Optional: Select the settings icon to reveal the default display values that populate the Set Status dropdown. You can update each value to match your process or accept the defaults. When changes are complete, select Save.
  7. In the Set Status dropdown, select the process status from your current place in the workflow.
  8. Select Save in the SOTI Snap banner to apply your changes.
    Save app button