{"id":14008,"date":"2024-02-21T13:34:29","date_gmt":"2024-02-21T13:34:29","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%ad%d8%a7%d9%84%d8%a7%d8%aa-%d9%88%d8%a5%d8%ac%d8%b1%d8%a7%d8%a1%d8%a7%d8%aa-%d9%86%d9%88%d8%b9-%d8%af%d9%88%d8%b1%d8%a9-%d8%a7%d9%84%d8%b9%d9%85%d9%84\/"},"modified":"2026-01-28T12:35:59","modified_gmt":"2026-01-28T12:35:59","slug":"statuses-and-actions-of-the-workflow-type","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/statuses-and-actions-of-the-workflow-type\/","title":{"rendered":"Statuses and Actions of the Workflow Type"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1709721411978{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">You can easily distinguish documents of the workflow by adding different states, which are also used in the search and filtering process.<\/span><\/p>\n<p>As for the actions, they are associated with the appointments that you add for the client on the workflow document.[\/vc_column_text][vc_custom_heading text=&#8221;What is the Difference between Actions and Statuses?&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709721443199{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1709721578325{margin-left: 200px !important;}&#8221;]<\/p>\n<ul>\n<li>The status is distinguished by color and controlled in terms of activity; you can use it for searching and filtering<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">As for the action, it is associated with the appointments that you add to one of the documents of this type of workflow<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Settings of Statuses and Actions of a Workflow Type&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709721615222{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1769603745738{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Press on <\/span><b>&#8220;Settings&#8221;<\/b><span style=\"font-weight: 400;\"> dropped down from <\/span><b>&#8220;Workflows&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu, then press on the card <\/span><b>&#8220;Workflow Types&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-46536 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1-768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p>Press on the three dots next to the type of workflow you want to add a status or action to, then press on<\/p>\n<p><strong>&#8220;Manage Statuses&#8221;<\/strong><\/p>\n<p>or<\/p>\n<p><strong>&#8220;Manage Actions&#8221;<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14087 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h29_41.png\" alt=\"\" width=\"1641\" height=\"546\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h29_41.png 1641w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h29_41-300x100.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h29_41-1024x341.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h29_41-768x256.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h29_41-1536x511.png 1536w\" sizes=\"auto, (max-width: 1641px) 100vw, 1641px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;How to Add New Statuses to the Workflow Type&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709721753342{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1709728387647{margin-left: 200px !important;}&#8221;]After clicking on <strong>&#8220;Manage Statuses&#8221;<\/strong>, enter the name of the status and choose its type from either <strong>&#8220;Open&#8221;<\/strong> or <strong>&#8220;Close&#8221;<\/strong>, select a color to distinguish each state, and then press the <strong>&#8220;Save&#8221;<\/strong> button.<\/p>\n<p>To create more than one status, click on the &#8220;Add&#8221; button, and to delete any status, click on &#8220;Remove&#8221;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14089 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h32_34.png\" alt=\"\" width=\"1245\" height=\"509\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h32_34.png 1245w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h32_34-300x123.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h32_34-1024x419.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h32_34-768x314.png 768w\" sizes=\"auto, (max-width: 1245px) 100vw, 1245px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;How to Add a New Action to the Workflow Type&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709721895552{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1709728580014{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">After pressing <\/span><strong>&#8220;Manage Actions&#8221;<\/strong><\/p>\n<p>Enter the name of the action you want to add then press the &#8220;Save&#8221; button.<\/p>\n<p>To create more than one action, press the &#8220;Add&#8221; button, and to delete any action, press &#8220;Remove&#8221;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14091 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h35_54.png\" alt=\"\" width=\"1218\" height=\"353\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h35_54.png 1218w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h35_54-300x87.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h35_54-1024x297.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h35_54-768x223.png 768w\" sizes=\"auto, (max-width: 1218px) 100vw, 1218px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Assigning a Status to the Workflow Document&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709721975264{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1709728722847{margin-left: 200px !important;}&#8221;]Press on <strong>the type of workflow you want to add a status to one of its documents<\/strong> from the dropdown sidebar under &#8220;Workflows&#8221; in the main menu, and press on the workflow document you wish to assign a status to, press the <strong>&#8220;Select Status&#8221;<\/strong> button if this is the first status being added for the workflow document, or on the current status of the workflow document\u00a0 if a state has been previously assigned to it, and choose the status\u00a0 from the dropdown list to automatically update the workflow status.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14093 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h37_59.png\" alt=\"\" width=\"1736\" height=\"610\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h37_59.png 1736w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h37_59-300x105.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h37_59-1024x360.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h37_59-768x270.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h37_59-1536x540.png 1536w\" sizes=\"auto, (max-width: 1736px) 100vw, 1736px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Assigning an Action to the Workflow Document&#8217;s Appointment&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709725744149{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1747226610589{margin-left: 200px !important;}&#8221;]Click on <strong>the workflow type you want to add a status to one of its documents<\/strong> from the dropdown sidebar under <strong>&#8220;Workflows&#8221;<\/strong> in the main menu, and click on the workflow document you wish to assign a status to, then click on <strong>&#8220;Schedule Appointment&#8221;<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-34447 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/ejfv.png\" alt=\"\" width=\"1024\" height=\"430\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/ejfv.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/ejfv-300x126.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/ejfv-768x323.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Enter the usual data for the appointment and select the action you want to schedule the appointment for from the dropdown menu.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14099 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h41_28.png\" alt=\"\" width=\"1287\" height=\"556\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h41_28.png 1287w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h41_28-300x130.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h41_28-1024x442.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_14h41_28-768x332.png 768w\" sizes=\"auto, (max-width: 1287px) 100vw, 1287px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<span style=\"font-weight: 400;\">For more information about scheduling appointment data, you can refer to <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/setting-up-an-appointment-for-a-document-in-the-workflow\/\">this guide<\/a>.<\/span>[\/vc_message][vc_custom_heading text=&#8221;Searching and Filtering using the Statuses&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709725983956{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1747226705736{margin-left: 200px !important;}&#8221;]Click on <strong>the workflow type you want to add a status to one of its documents<\/strong> from the dropdown sidebar under <strong>&#8220;Workflows&#8221;<\/strong> in the main menu.<\/p>\n<p>Go to the search section, click on the status field, choose the state you wish to search for from the dropdown menu, then press the <strong>&#8220;Search&#8221;<\/strong> button to easily track documents of the workflow type with this status.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-34449 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/DVLKSCFD.png\" alt=\"\" width=\"1536\" height=\"333\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/DVLKSCFD.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/DVLKSCFD-300x65.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/DVLKSCFD-1024x222.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/DVLKSCFD-768x167.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2089,2070,2092],"tags":[],"class_list":["post-14008","user_manual","type-user_manual","status-publish","hentry","category-workflows","category-operations","category-workflow-type"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Statuses and Actions of the Workflow Type - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/statuses-and-actions-of-the-workflow-type\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Statuses and Actions of the Workflow Type - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1709721411978{margin-left: 200px !important;}&#8221;]You can easily distinguish documents of the workflow by adding different states, which are also used in the search and filtering process. 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