Workflow Setup
Status Access Restriction (v8.xx)
It is possible to prevent the access to a status according to some conditions. This is done by creating a formula which will compare an input value to an expected value.Please contact your GeniusProject consultant to have more help in this regard. He ...
Associating a Workflow to a Document (v8.xx)
Once a Workflow Definition and all of its statuses and actions have been 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 ...
Create Workflow Actions (v8.xx)
In addition to creating the different statuses, it is also possible to create a series of actions to be triggered whenever a document enters, leaves or is saved in a new status. To define an action and all of its parameters: Navigate to the [Setup & ...
Workflow Status Definition (v8.xx)
Once the workflow definition has been created, it is time to list all of the possible statuses a document can pass through when following the workflow. A best practise when going through this exercise is to define all workflow statuses on paper, and ...
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. ...
Workflow Types (v8.xx)
The workflow is an integral part of document management. It is the modeling of a work process that defines how documents inside a workgroup pass from one status & participant to another according to a predefined set of rules. These predefined rules: ...