For created request orders there is no need to publish them, as they will use from the first beginning of the order creation to the final request code. After the order is present, it will appear on the request page. If you wish to delete the order, open the request by ID name or click on the Edit sub-option via '...' and use the button located at the bottom of the opened order page.
Once the order is created it will be placed in the default state defined in the Workflow. From this state, you can edit or move the order in different ways.
There is no possibility for multiple selections.
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Next State
You can drag&drop the card in the next state. Or, click on the check icon √ on the top-right of the card and it will move the order automatically to the next state column. Going to the previous state is not possible with this option.
Order options
Click on the dots icon '...' on the top-right of the card. It unfolds several options.
- Edit: Opens the order to edit or delete.
- Move to Workflow: Moves the order to another Workflow created in neoCatalog.
- Change the State: Moves the order to a different state in the current Workflow
- Print: Generates print document or job with Print option. When working with print presets, then it can be selected in the sublist.
- Restart: Moves the order to the default state of the current Workflow.
- Download all files: Can download the original design file as compressed ZIP that is used in the order.
- Archive: Move the order to the archive column.
Change the state of all orders
Click on the dots icon '...' on the state column to change the state of all orders in the state.
Notifications
Click on the dots icon '...' on the top-right of the card. It unfolds several options.
- Notify customer: If the order contains a customer, then you can notify the customer with the option that sends one email.
- Notify team: If the order is present in one workflow that uses owner exclusivity, then you can notify the owner with the option that sends one email.
Working with Workflow States that have action rules applied, once this state is reached, then the rules are applied automatically.
One email example for team and customer:
Archived orders
Archived orders are hidden by default but can be shown when enabling the option on the top. Once the order is archived, it can be restarted and managed the same as one non-archived order.
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