Keep references current
See which steps refer to a component, a design, a card or a test that changed since they were reviewed, where a design or component is used, and move between linked designs.
In short
A workflow step remembers how each record it refers to looked when it was last reviewed. References shows what changed since - a renamed component, a new revision, a card's status - and Used in shows where a design or component is used.
Before you start
- Who: anyone who can open the design reads the references.
- Plan: Designer is part of every plan, Free included. The Free plan limits how many designs a workspace keeps; Plan & usage shows the limit and what you hold.
- First: a workflow whose steps refer to a component, another design, a card, a note or a test.
Review changed references
- Open a workflow, choose "Review" and then "References". The number beside it is how many steps need review.
- Read what changed, and open the record to look closer.
- Press "Mark reviewed" on a step, or "Mark all reviewed" once you have checked them all.
See where something is used
- In a design with nothing selected, open the "Links" tab of the properties panel and find "Used in", or open a component's page.
- Read the designs that draw the component or refer to the design, and what the design itself refers to.
- Open one; it opens on the step or shape that uses it.
In a step's inspector, "Designs using it" lists the architectures that draw the step's component. Open a sub-flow from its step, and the workflows you came from stay in the breadcrumbs.
Good to know
- A step can refer to a catalog component (as its actor or in its references), to another workflow it runs as a sub-flow, and to cards, notes and tests.
- The Designer list shows how many steps of each workflow need review because something they use changed.
- When a component or a design your workflow uses changes, you get one inbox message until you review the steps. Choose Instant, Digest or Muted for Designer in your notification settings.
- Checks lists a step whose reference changed or was removed.
- Only designs and records you may open are listed; anything else shows as not available to you.
Related
- /help/designer/service-page
- /help/designer/design-a-workflow
- /help/settings/preferences-and-notifications