Thursday, December 10, 2015

Status Field Workflow in Cumulus 10

In this demo, we will show how to setup custom workflow fields to let the user know whether an asset is ready for editing.

STEP 1: Create a new Metadata Template in Preferences -> Metadata Templates. With the "Default Metadata Template" selected, click "Duplicate". Give the new template a name and enable the "Allow sharing" checkbox, and click "OK". In this example, I use the name "Demo Edit Status"


STEP 2: Go to Preferences -> Catalog Settings -> Record Fields -> Add Field... Select "Custom Field" tab and use Field Type -> String List. Enter a Field Name, example "Demo Image Status", and click "OK".


STEP 3: Highlight your new record field, and click "Properties..."


STEP 4: Go to the "String List Editor" tab and add the status values you want. Here I use two values, "Do Not Edit" and "Ready For Edit"


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