Selecting a Workflow
When a Contributor creates or edits an asset, a workflow is typically started. Depending on what options are set for that folder or asset factory, the user may have different workflow options to choose from.
To initiate and select a workflow:
- On the Edit screen of the asset, ensure that Workflow is checked on the Run after edit bar.
- Click Submit.
- After the Link, Spell, and Accessibility checkers have all run, you will be forwarded to the Choose a workflow screen.
- Select the workflow you would like to initiate, and click Submit.
- You will be forwarded to the Configure workflow screen, which lists each step in the workflow.
- If there are no preset user or group assignations for each step or if you would like to change any assigned users, click Choose next to the user icons to select the users you want each step assigned to.
- Click Submit.
- You will be forwarded to the Message screen. Type in the message you wish the next user in the workflow to receive, and click Submit.
- This asset is then locked into the selected workflow process, and will be forwarded to the next user in the workflow.

Additional Notes
Once initiated, a workflow can only be deleted by the initiating user, or by an administrator/manager.
You may review the workflows you have initiated by navigating to your dashboard (Home), and checking the Workflows Waiting column or tab.
Videos
See Also
Last modified on Mon, 05 Nov 2007 11:06:33 -0500
Top / Previous / Next / Up / Table of Contents