Use workflow boards and move records

What you will accomplish

You will choose a workflow collection, inspect stages, open a record, and move it when allowed.

Who can do this

All roles with Workflow access can view it. Moving records depends on edit permission and workflow rules.

Before you start

A workflow is a configured sequence of stations or stages. Confirm the active workspace and scope before moving a record.

Open and use Workflow

1. Select Workflow to open /stations/workflow.
2. Select the intended workflow collection or track.
3. Select Board or List when both presentations are available.
4. Search or filter to find the record.
5. Select the record to open its detail.
6. Read its current station and history.

Move a record

1. Open the record or its available move action.
2. Select the destination station.
3. Enter any information the move requires.
4. Select the confirmation action once.
5. Wait for the board and detail to show the destination.

Expected result: the record appears in the destination station and its history reflects the move.

If a station is disabled or missing, the transition may be prohibited, required information may be absent, or your role may be read-only.

Troubleshooting and recovery

• The record seems duplicated: clear search and filters, then reload before moving it again.
• A move fails: keep the current page open, read the error, and verify that another user did not move the record.
• Workflow is absent: the workspace may not have a workflow-enabled track.

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