This guide explains how to operate cards using SimpleFlow and how board administrators can configure it.<\/p>\n\n\n\n
Note:<\/strong> They refer to the same concept.<\/p>\n\n\n\n When you open a card, a SimpleFlow section will appear.<\/p>\n\n\n\n Step<\/strong> Actions<\/strong> Activity Log<\/strong> Initialize Card<\/strong> Q: What if the step shows \u201cUndefined\u201d?<\/strong> Direct State Change<\/strong> This is useful for handling exceptions or fixing undefined states.<\/p>\n\n\n\n Open the SimpleFlow settings from the board Power-Up menu.<\/p>\n\n\n\n Only users with board admin permissions can configure settings.<\/p>\n\n\n\n If there are multiple admins:<\/strong> Define workflows using the state transition table.<\/p>\n\n\n\n Add State<\/strong> Edit<\/strong> Delete<\/strong> If a deleted state is in use on a card, the card becomes \u201cUndefined.\u201d<\/p>\n\n\n\n TODO: Add a feature to check whether a state is used in cards (may take time for large boards)<\/p>\n\n\n\n Click a table cell to define or edit a transition.<\/p>\n\n\n\n Action<\/strong> Approvers Only<\/strong> Log<\/strong> Define actions that trigger transitions.<\/p>\n\n\n\n Add Action<\/strong> Edit<\/strong> Delete<\/strong> If an action is used in transitions, deleting it will also remove those transitions.<\/p>\n\n\n\n Define the initial state for newly created cards.<\/p>\n\n\n\n The initial state is the starting point of the workflow. Register users who can perform approval actions.<\/p>\n\n\n\n Candidates<\/strong> Approvers<\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":" This guide explains how to operate cards using SimpleFlow and how board administrators can configure it. <\/p>\n","protected":false},"author":1,"featured_media":403,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[],"wf_post_folders":[22],"class_list":["post-5742","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-simpleflow"],"_links":{"self":[{"href":"https:\/\/pvision.jp\/apps\/wp-json\/wp\/v2\/posts\/5742","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pvision.jp\/apps\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pvision.jp\/apps\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pvision.jp\/apps\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/pvision.jp\/apps\/wp-json\/wp\/v2\/comments?post=5742"}],"version-history":[{"count":8,"href":"https:\/\/pvision.jp\/apps\/wp-json\/wp\/v2\/posts\/5742\/revisions"}],"predecessor-version":[{"id":5775,"href":"https:\/\/pvision.jp\/apps\/wp-json\/wp\/v2\/posts\/5742\/revisions\/5775"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pvision.jp\/apps\/wp-json\/wp\/v2\/media\/403"}],"wp:attachment":[{"href":"https:\/\/pvision.jp\/apps\/wp-json\/wp\/v2\/media?parent=5742"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pvision.jp\/apps\/wp-json\/wp\/v2\/categories?post=5742"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pvision.jp\/apps\/wp-json\/wp\/v2\/tags?post=5742"},{"taxonomy":"wf_post_folders","embeddable":true,"href":"https:\/\/pvision.jp\/apps\/wp-json\/wp\/v2\/wf_post_folders?post=5742"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
The current workflow position is referred to as:<\/p>\n\n\n\n\n
End User Guide<\/h2>\n\n\n\n
Card Operations<\/h3>\n\n\n\n
Displays the current step of the workflow.<\/p>\n\n\n\n
Shows buttons for actions available at the current step.
Clicking a button executes the action and moves the workflow forward.<\/p>\n\n\n\n
If \u201cLog\u201d is enabled in the workflow definition, changes are recorded in the card\u2019s activity.<\/p>\n\n\n\n
When a card is newly created, an \u201cInitialize\u201d button appears.
Clicking it sets the card to the initial workflow step and starts the workflow.<\/p>\n\n\n\n
A: This happens when the corresponding state has been deleted in settings.
A board administrator must manually assign a valid state.<\/p>\n\n\n\nAdmin Guide<\/h2>\n\n\n\n
Card Operations<\/h3>\n\n\n\n
Admins can directly change the state on a card.
All states are shown as buttons, allowing manual selection.<\/p>\n\n\n\nPower-Up Settings<\/h3>\n\n\n\n
If multiple admins edit settings at the same time, changes may overwrite each other. Avoid concurrent edits.<\/p>\n\n\n\nWorkflow Management Tab<\/h4>\n\n\n\n
\u25a0 State Definition<\/h5>\n\n\n\n
Click \u201cAdd State\u201d to add a new state.<\/p>\n\n\n\n\n
Click a state to edit its name and settings.<\/p>\n\n\n\n
Deleting a state also removes related transitions.<\/p>\n\n\n\n\u25a0 Transition Definition<\/h5>\n\n\n\n
\n
Select or create an action.<\/p>\n\n\n\n
Restrict execution to registered approvers.<\/p>\n\n\n\n
Record the action in the card activity.<\/p>\n\n\n\nAction Management Tab<\/h4>\n\n\n\n
Add a new action to the list.<\/p>\n\n\n\n
Click an action to edit it.<\/p>\n\n\n\n
Delete an action from the edit screen or directly from the list.<\/p>\n\n\n\nSettings Tab<\/h4>\n\n\n\n
\u25a0 Card Settings<\/h5>\n\n\n\n
\n
\u25a0 Workflow Settings<\/h5>\n\n\n\n
Clicking \u201cInitialize\u201d on a new card sets the card to this state.<\/p>\n\n\n\n\u25a0 Approvers<\/h5>\n\n\n\n
List of board members. Select users to add as approvers.<\/p>\n\n\n\n
List of registered approvers. Select users to remove them.<\/p>\n\n\n\n
\n\n\n\n