Workflow Setup
Workflow Definition (v10.xx)
To begin, it is necessary to create a workflow definition to specify the type of workflow being created, e.g., Contract. Navigate to the [Setup & Administration] module of the 'Projects' database, [Setup] tab. Select «Workflow» from the «Setup» view. ...
Workflow Status Definition (v10.xx)
Once the workflow definition has been created, it is necessary to list all possible statuses a document can pass through when following the workflow. A best practice when defining workflows is to outline all workflow statuses on paper first, then ...
Create Workflow Actions (v10.xx)
In addition to creating different statuses, it is also possible to define a series of actions that will be triggered whenever a document enters, leaves, or is saved in a specific status. To define an action and its parameters: Navigate to the [Setup ...
Associating a Workflow to a Document (v10.xx)
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 ...
Workflow Types (v10.xx)
The workflow is an integral part of document management. They represent the modeling of a work process, defining how documents inside a workgroup transition between statuses and participants according to a predefined set of rules. The predefined ...
Status Access Restriction (v10.xx)
It is possible to restrict access to a status based on specific conditions. This is done by creating a formula that compares an input value to an expected value. For assistance in setting up the formula, please contact your Cerri Project consultant. ...