Configuring Workflows

Library Administrators can create pre-defined workflow templates and associate these templates with different document schemas. Once a workflow is initiated, users can use a pre-determined workflow or allow users to create a workflow on the fly depending on how the Library Administrator has configured it. The flexibility of the workflow system can provide a 100% pre-defined workflow template that the initiator cannot modify to ad-hoc workflows that are 100% defined by the initiator. For workflows created on the fly, the Library Administrator can allow the workflow initiator to define the activities, participants, tasks, and other properties of a workflow instance.

For example, a ‘Travel Expense Approval’ workflow template could be associated with an Expense Report document schema. This means that as end users add 'Expense Report' documents to the library they will have the option to quickly initiate ‘Travel Expense Approval’ workflows with routing, tasks and due dates specifically tailored for the approval of expenses.

In the following below example the order processing, purchase request and travel expense document types have pre-defined workflow templates associated with them with a unique number and sequence of review or approval activities. For marketing documents that are added to the library initiators need to be able to define workflows in an add-hoc fashion to accommodate the variety of different review scenarios that occur in the marketing department.

See Also:

Workflow Overview

Workflow Templates