4 docs tagged with "workflow"

How to pre-populate a new edition's fields and rows by copying data from a previous approved or closed edition of the same blueprint.

Edition status flow from Draft through review, approval, and publication — including changes requested, publish, and the relationship to blueprint versions.

Full walkthrough of the Report Forge edition status machine — Draft through Approved and Closed, including re-open, changes requested, and edge cases.

How to submit an edition for workflow review, navigate the review process, respond to comments, and approve or reject.