Once a Workflow Definition, including its statuses and actions, is completed, all that remains is to associate the Workflow with the document type it belongs to. I.e. if the workflow is for a contract revision, then it is not necessary to associate the workflow with the Contract document type.
To associate a workflow with a document type:
- Navigate to the [Setup & Administration] module of the 'Projects' database, and open the [Setup] tab.
- Select «Document types» from the contextual navigation menu. A list of document types will appear in the content window.
- Locate the document type to which the Workflow is to be associated.
- Expand the document type by clicking the
icon.
- Open the displayed record in edit mode.
- In the [Associated workflow] field, select the desired workflow from the drop-down list.