Workflow (v8.xx)

Workflow (v8.xx)

If a workflow is assigned to a type of document used in a project template, the first status can be reached 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.' According to this setup, the first status is assigned to the author of the document; hence a generic resource needs to entered, as recommended above in this document.


  • If the 'Status by default' is set to 'No,' nothing needs to be done, since resources will be assigned to the document once a project was 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 Geniusproject environment. Note: The workflow definition must be consistent between the 'Projects' database where the project template is created and the 'Projects' database where the project is created from a template.

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