Setting Up Workflows

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Assigning Workflows to Folders

To have a workflow process invoked for any given asset, the workflow must be assigned at the folder level. Multiple workflows can be assigned to a single folder. When an asset is edited, copied, published, or deleted, the system determines which assigned workflows apply to the user's action and allow the user to select from a list of available workflows.

To attach a workflow to a folder:

  1. In the home area, use the left asset tree to locate and choose the desired folder.
  2. Click the Workflow tab.
  3. Under Workflow Options:
    None required - Selecting this button will allow all users to bypass all workflow options.
    Inherit from parent folder - If there are workflows assigned to a parent folder, selecting this button will apply those workflow options to the current folder.
    Do not inherit - Selecting this will prevent workflows from being inherited from a parent folder, and will allow you to assign workflows at current folder.
    Apply to child folders - Checking this box will allow child folders to inherit the workflows set at this folder level.
  4. If you are adding one or more workflows at this level, click the workflow icon next to Add Workflow to open the Workflow chooser.
  5. Navigate to the desired workflow and click Submit to close the window.
  6. You may attach additional Workflows if desired.
  7. Click Submit to save your changes.

assign workflow to folder

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Last modified on Tue, 11 Sep 2007 14:53:46 -0400

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