Symptom
- On Workflow Projects, New project is grayed out.
- On Workflow Templates, New template is grayed out.
- On a template's page, Revise is grayed out on a published or retired version, and the button at the top right reads Draft already open.
Likely causes
No records
Checks
- For cause 1, look at Department at the top of the list. A department shown with (inactive) is switched off.
- For cause 2, open Department. If it offers nothing, you have no role in a department. If it offers only departments with (inactive), see cause 1.
- For cause 3, look at Versions: a draft is the row that says Draft, at the top.
- For causes 3 and 5, point at the grayed-out button: its tip repeats the message.
Fix
- Ask tech to switch the department on. Until then you can still write its templates. Work for a property or an engagement does not start from New project in any case: see Start work on a property or engagement.
- Choose an active department in Department, or ask a company administrator for a role in one.
- Select Edit on the draft. Make the change you wanted there, and publish it. If nobody needs the draft, select Delete draft on its row instead, then select Revise on the version you want to start from.
- Wait a moment. The button comes back when the change has saved.
- Choose a department in Department. If it offers none, ask a company administrator for a role in one. If no department exists yet, a company administrator adds one with New department: see Create a department.
Good to know
A deleted draft cannot be brought back. Before you delete one, read who changed it last: the question names them. See Delete a draft.Confirm it worked
The button is no longer grayed out. On a template's page, the button at the top right reads Open a draft again, and the line under the name says no draft open.
Who to ask
Tech switches a department on. A company administrator gives roles and adds departments. For a draft someone else started, ask them: the template editor shows who changed the draft last. See also Drafts, published and retired versions.