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The following table summarizes the actions that you can take on a catalog card revision. The current document state and your security role determine which actions are available to you at any given moment.
External documents that have been uploaded into File Management do not have states. However, the catalog cards used to represent these external documents in Proliance do have states.
While in edit mode, Proliance displays at the top of the page the workflow action recommended by the sender of the document. You can use the "Workflow" button to change or select an action if none was recommended. For more information, see "Performing a Workflow Action".
| From a catalog card document, you can… | Preconditions | New state |
|---|---|---|
|
Accept the catalog card revision |
No preconditions, however Proliance will cancel any other card in the series that was previously accepted |
Accepted |
|
Cancel Cancel the catalog card revision |
(none) |
Canceled |
|
Reject Reject the catalog card revision |
(none) |
Rejected |
|
Reset to Draft Reset the catalog card revision to the Draft state |
Catalog card revision must not already be in Draft state |
Draft |
|
Start Review Start the review process |
|
In Review |
|
Submit Submit a new revision for approval before review begins |
(none) |
Submitted |