ANTE User Manual

Delivery Status Workflow

Configure the stages a delivery moves through and the buttons that move it from one stage to the next.

Overview

The Delivery Status Workflow is one of the configurable workflows under Settings → Workflows. It defines a set of stages (the statuses a delivery can be in) and the connections between them (the allowed moves from one stage to the next, each shown as an action button).

This is a generic workflow editor — the same screen is used for the Purchase Request and Liquidation workflows. For deliveries, the workflow code is delivery.

Opening the Page

  1. Click Settings in the sidebar.
  2. Open Workflows.
  3. Click Delivery Status Workflow.

The page heading reads Delivery Status Workflow, with the breadcrumb Settings → Delivery Status Workflow.

Page Layout

The page shows the current workflow as two read-only tables, plus a button to open the visual editor.

  • Flow Chart button (top right) — opens the fullscreen visual editor where you add stages and draw connections.
  • Stages table — lists every stage in the workflow.
  • Connections table — lists every allowed move between stages.

Stages Table

ColumnDescription
#Row number
ColorThe stage's accent color swatch
NameThe stage name (e.g. the status shown on a delivery)
KeyThe stage's internal key (uppercase, underscores)
TypeStart for the first stage (no incoming connections) or End for a final stage (no outgoing connections); blank otherwise
AssigneeWho acts on the stage — Department, Role, User, or Supervisor — if set

The heading shows the stage count, e.g. Stages (5).

Connections Table

ColumnDescription
From StageThe stage the delivery moves from
To StageThe stage the delivery moves to
Button NameThe label on the button that performs the move
Button ColorThe button's color swatch
Dialog TypeThe dialog shown when the button is pressed (if any)

The heading shows the connection count, e.g. Connections (4).

First-Time Setup

If no workflow has been configured yet, the page shows the message "No workflow configured for Delivery Status Workflow." with a single button:

  1. Click Create Workflow.
  2. The empty workflow is created and the Stages and Connections tables appear (both empty).
  3. Click Flow Chart to begin adding stages and connections.

Common Tasks

Adding a Stage

Stages are added from the visual editor.

  1. Click Flow Chart to open the fullscreen editor.
  2. Click Add Stage in the toolbar.
  3. In the Add Stage dialog, enter the Stage Name (required) — for example, "Pending Approval".
  4. A Key is generated automatically from the name (uppercase letters and underscores). It is shown below the name field.
  5. Click Add Stage to save, or Cancel to discard.

The new stage appears on the canvas with a default blue accent color.

Tip

You cannot create two stages with the same key. If the generated key already exists, the dialog shows "A stage with this key already exists."

Editing a Stage

  1. In the Flow Chart, click a stage to open the Stage Details panel on the right.
  2. Edit the fields:
    • Name — the stage name.
    • Key — read-only; it cannot be changed after creation.
    • Accent Color — pick from the preset color swatches, or use the custom color picker.
  3. Click Save to apply, or Close to discard.

Deleting a Stage

  1. In the Flow Chart, hover over the stage and click the ✕ button in its corner.
  2. Confirm the prompt "Delete stage … ?".

Connecting Stages

A connection is the allowed move from one stage to the next, shown to users as an action button.

  1. In the Flow Chart, drag from a connection point (the small dots on the top, right, bottom, and left edges of a stage) to the target stage.
  2. Release on the target stage to create the connection. New connections default to a button named Submit.

The editor prevents:

  • Loops — a connection that would create an infinite cycle is rejected ("Cannot create this connection as it would create an infinite loop.").
  • Duplicates — a second connection between the same two stages is rejected ("A connection already exists between these stages.").

Editing a Connection

  1. In the Flow Chart, click the connection line (or its label) to open the Connection Details panel.
  2. The panel shows the move as From Stage → To Stage. Edit:
    • Button Name — the label on the action button (e.g. "Submit", "Approve").
    • Button Color — pick from the preset swatches or the custom color picker.
  3. Click Save to apply, Delete to remove the connection (with confirmation), or Close to discard.

Arranging the Diagram

In the Flow Chart you can:

  • Drag a stage to reposition it; the layout is saved automatically.
  • Add Stage / + / − / Fit toolbar buttons — add a stage, zoom in, zoom out, or fit the whole diagram to the screen. The current zoom percentage is shown next to the buttons.
  • Pan by dragging an empty area of the canvas, and zoom with the mouse wheel.

Close the editor with the ✕ in the fullscreen header to return to the tables.

Start and End Stages

You do not set start/end stages manually — the editor detects them automatically:

  • A stage with no incoming connections is marked Start.
  • A stage with no outgoing connections is marked End.

These badges appear on the stage card in the Flow Chart and in the Type column of the Stages table.

💡 Note: Changes you make here take effect across the system wherever the delivery workflow is used. Plan the stages and connections so each move maps to a clear action button users will understand.

← Previous
Purchase Request Workflow
Next →
Liquidation Workflow