Workflow (v10.xx)

Workflow (v10.xx)

If a workflow is assigned to a document type used in a project template, the initial status can be applied when the document is created, depending on the workflow definition. This occurs when the property ‘Status by default’ of the first workflow status is set to ‘Yes.' In this case, the initial status is assigned to the document's author, so a generic resource needs to entered, as recommended above in this document.


  1. If 'Status by default' is set to 'No,' no action is required because resources will be assigned to the document once a project is created from the template.

Note: To ensure that all document templates are up-to-date, it is recommended to use one 'Projects' database as the reference for all document templates in the Cerri Project environment. Note: The workflow definition must remain consistent between the 'Projects' database where the project template is created and the 'Projects' database used for creating a project from a template.

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