Workflow Definition (v8.xx)

Workflow Definition (v8.xx)

To begin it is necessary to create a workflow definition to specify the type of workflow being created,

i.e. Contract.


Navigate to the [Setup & Administration] module of the 'Projects' database, [Setup] tab. Select «Workflow» from the «Setup» view.



Click «New workflow» on the action menu bar


A new "Workflow settings – Definition" document will open.



Fields

Use

Name

The name of the workflow. i.e. Contract

Default status

The default status upon creation of each new document following this workflow. Documents are considered as actively passing through the workflow cycle as soon as a default status is set; therefore it is automatic when the status is defined in the setup.

Only one default status can exist per workflow.

It is not required to specify a default status for a workflow.

The 'Workflow - Status' setup documents must be defined in advance in order to select a status.

Initial status

If the default status field has been left blank, and an initial status has been defined, the user will be able to set the workflow status for each new document when they are ready. Only once a document has been placed in the initial status will it be considered as actively passing through the workflow cycle.

Only one initial status can be available per workflow. If there is no




Fields Use

default status, the initial status will be the status which will begin the workflow.

The 'Workflow - Status' setup documents must be defined beforehand.

If both default and initial statuses are defined, the default status overrides the initial status.

Project leaders When checked, project leaders will have administrative workflow rights managers for all documents following this workflow for their projects. They will

see the administrator menu allowing them to change a document’s status (i.e. changing to any status, whatever the current status).

Comment Free text to enter any needed comment about the workflow.


Complete the form but note that the default and/or initial statuses can only be defined once the workflow’s statuses are defined (see below).

Save and close the document.


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