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A description of the items highlighted and numbered in the picture above:

1. Box # 1: The Record Type select to see Workflows for; in this image, we are looking at workflows for Grant Requests (i.e. Grants and Grant Applications).
2. Box # 2: The specific Theme (form) that we are reviewing/editing the workflow for. Every separate Theme can have its own unique workflow (or they can follow the same Workflow of another Theme).
3. Box # 3: Points to three different Statuses (every White Bar across the screen = a separate status). Each status displays its External Name (i.e. "LOI Draft" or "First External Review") followed by its Internal Name in parentheses (i.e. "draft" or "first_external_review"). Clicking on one of these bars gives a few options. See the section Status Options to see what those options are and how these statuses can be configured/edited.
4. Box # 4: Points to the various different Buttons that allow users to move a record from one status to another. Buttons are specific to a given status (hence why the buttons appear underneath Statuses; the status that the button is under is the status in which that button will be available for records of this Theme). Like with statuses, clicking on one of these buttons gives a few options to change/edit/configure these buttons. See the section Button Options to see what those options are and how these buttons can be configured.
5. Box # 5: Shows the "New State" button, which allows you to create a New Status bar. It is recommended to avoid creating new statuses unless they are absolutely necessary. A status created in one record type (i.e. Grant Requests) will be available for ALL THEMES found in that record type (though not every status has to be used for every theme). Having too many statuses makes things very complicated and makes maintenance much harder. If you DO need to create a new status, see the Status Options section for tips as to how to fill out the required fields.
6. Box # 6: Shows the "+" button that allows you to create a new Button underneath a particular status. The same best practices for statuses applies for Buttons (i.e. don't create unnecessary ones, avoid creating new ones unless absolutely necessary, keep number as low as possible for easier maintenance). If you DO need to create a new button, see the Button Options sections for tips as to how to fill out the required fields.

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