diff --git a/site/guide/_sidebar.yaml b/site/guide/_sidebar.yaml index bf5173df1..3d02a23c7 100644 --- a/site/guide/_sidebar.yaml +++ b/site/guide/_sidebar.yaml @@ -71,7 +71,7 @@ website: contents: - guide/workflows/manage-record-stages.qmd - guide/workflows/configure-workflows.qmd - - guide/workflows/workflow-configuration-examples.qmd + # - guide/workflows/workflow-configuration-examples.qmd - file: guide/workflows/working-with-workflows.qmd contents: - guide/workflows/manage-workflows.qmd diff --git a/site/guide/workflows/_conditional-requirements.qmd b/site/guide/workflows/_conditional-requirements.qmd index cfac7565a..179079df7 100644 --- a/site/guide/workflows/_conditional-requirements.qmd +++ b/site/guide/workflows/_conditional-requirements.qmd @@ -8,6 +8,15 @@ Conditional requirements are required or optional for the following step types:^ ### {{< fa cube >}} Inventory Record Stage Change [optional]{.smallercaps .pink} +1. Under **[when these conditions are met]{.smallcaps}**, set your `AND` and `OR` conditions. +2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired: + + - Click **{{< fa plus >}} Add Rule** to add an independent rule. + - Click **{{< fa plus-minus >}} Add Group** to add a linked group of rules that all must be true to qualify. + +### {{< fa tag >}} Artifact Status Change + + 1. Under **[when these conditions are met]{.smallcaps}**, set your `AND` and `OR` conditions. 2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired: @@ -168,6 +177,8 @@ Configure conditional requirements for the following step types: - {{< fa cube >}} Inventory Record Stage Change **[optional]{.smallercaps}** +- {{< fa tag >}} Artifact Status Change **[optional]{.smallercaps}** + - {{< fa arrow-pointer >}} User Action **[optional]{.smallercaps}** - {{< fa users >}} Approval **[required]{.smallercaps}** diff --git a/site/guide/workflows/_configure-workflows.qmd b/site/guide/workflows/_configure-workflows.qmd index dfa2f6fee..325ddf45f 100644 --- a/site/guide/workflows/_configure-workflows.qmd +++ b/site/guide/workflows/_configure-workflows.qmd @@ -5,9 +5,9 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial --> :::: {.content-visible unless-format="revealjs"} Set up workflows to match your organizational needs. Workflows can be as simple or as complex as required, with multiple and discrete workflows supported for unique triggers and scenarios. -::: {.callout} + :::: diff --git a/site/guide/workflows/_workflow-step-types.qmd b/site/guide/workflows/_workflow-step-types.qmd index ce8371c60..7b1da0804 100644 --- a/site/guide/workflows/_workflow-step-types.qmd +++ b/site/guide/workflows/_workflow-step-types.qmd @@ -16,6 +16,18 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial --> | [set inventory record stage to]{.smallcaps} | Select the record stage to transition to. | : **{{< fa cube >}} Inventory Record Stage Change** step configuration {.hover tbl-colwidths="[40,60]"} +### {{< fa tag >}} Artifact Status Change + + +- Transitions an artifact into another status. +- Requires available artifact type statuses associated with the workflow.^[[Manage artifact types](/guide/validation/manage-artifact-types.qmd#manage-artifact-type-statuses)] + +| Field | Description | +|---:|---| +| [when these conditions are met]{.smallcaps} (optional) | Add conditional requirements to qualify for this step.^[ [Conditional step requirements](/guide/workflows/conditional-step-requirements.qmd#artifact-status-change)] | +| [set artifact status to]{.smallcaps} | Select the artifact type status to transition to. | +: **{{< fa tag >}} Artifact Status Change** step configuration {.hover tbl-colwidths="[40,60]"} + ### {{< fa wifi >}} Workflow State Change @@ -35,6 +47,7 @@ Creates a button that performs an action on behalf of the user. | Field | Description | |---:|---| | [display action button when]{.smallcaps} (optional) | Add conditional requirements for displaying this step.^[[Conditional step requirements](/guide/workflows/conditional-step-requirements.qmd#user-action)] | +| [step title]{.smallcaps} (optional) | Text that displays at the top of the modal that opens when users click the action button. | | [action button label]{.smallcaps} | Text that displays on your action button. | | [requested fields]{.smallcaps} (optional) | Include record or artifact fields alongside your action.[^user-action] | | [user action deadline]{.smallcaps} (optional) | Include a deadline for when users should complete this action by.^[Toggle **Enable deadline** on to configure a deadline.] | @@ -174,7 +187,7 @@ Sends a HTTP request with optional additional conditions.^[[Conditional step req [^user-action]: - Select from the drop-down to add it to your User Action step. Users must have write permissions for the field in order to enter values. + Select a field from the the drop-down to add it to your User Action step — click **Add All** to add all fields in that group. Users must have write permissions for the field in order to enter values.

- [Manage inventory fields](/guide/inventory/manage-inventory-fields.qmd) @@ -226,8 +239,13 @@ Sends a HTTP request with optional additional conditions.^[[Conditional step req :::: {.content-hidden unless-format="revealjs"} #### {{< fa cube >}} Inventory Record Stage Change + Transitions a record into another stage. +#### {{< fa tag >}} Artifact Status Change + +Transitions an artifact into another status. + #### {{< fa wifi >}} Workflow State Change Transitions the workflow into another workflow state. diff --git a/site/guide/workflows/setting-up-workflows.qmd b/site/guide/workflows/setting-up-workflows.qmd index 60ab40641..e4c38e1e5 100644 --- a/site/guide/workflows/setting-up-workflows.qmd +++ b/site/guide/workflows/setting-up-workflows.qmd @@ -7,13 +7,14 @@ date: last-modified listing: - id: workflow-setup type: grid + grid-columns: 2 max-description-length: 250 sort: false fields: [title, description] contents: - manage-record-stages.qmd - configure-workflows.qmd - - workflow-configuration-examples.qmd + # - workflow-configuration-examples.qmd aliases: - /guide/model-workflows/setting-up-model-workflows.html includes: diff --git a/site/guide/workflows/workflow-configuration-examples.qmd b/site/guide/workflows/workflow-configuration-examples.qmd index 0a3b41f12..8eb0a2699 100644 --- a/site/guide/workflows/workflow-configuration-examples.qmd +++ b/site/guide/workflows/workflow-configuration-examples.qmd @@ -4,6 +4,7 @@ # SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial title: "Workflow configuration examples" date: last-modified +search: false --- Learn from example workflow configurations to help you tailor workflows to fit your organization's requirements for managing risk throughout your entire risk management lifecycles. diff --git a/site/guide/workflows/workflow-step-types.qmd b/site/guide/workflows/workflow-step-types.qmd index c5d00cbe8..bbb94b92a 100644 --- a/site/guide/workflows/workflow-step-types.qmd +++ b/site/guide/workflows/workflow-step-types.qmd @@ -8,10 +8,11 @@ date: last-modified Select from a variety of workflow step types to build workflows from. + {{< include /guide/workflows/_workflow-step-types.qmd >}} diff --git a/site/training/administrator-fundamentals/using-validmind-for-risk-management.qmd b/site/training/administrator-fundamentals/using-validmind-for-risk-management.qmd index 9e99b6ee6..759a7387a 100644 --- a/site/training/administrator-fundamentals/using-validmind-for-risk-management.qmd +++ b/site/training/administrator-fundamentals/using-validmind-for-risk-management.qmd @@ -233,10 +233,10 @@ Configure custom workflows
Try it **live** on the next pages. {{< fa hand-point-right >}} -::: {.f5 .pl3 .mt4 .pr3 .embed} + :::