Workflow Template Examples

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 define the properties of the workflow template on the fly (ad-hoc).

Ad-hoc Workflow Templates

For ad-hoc workflows, the Library Administrator can allow the workflow initiator to define the activities, participants, tasks, and other properties of a workflow instance.

At every step in the workflow template, the administrator can select the “Allow Initiator to Define” check box which makes the template ad-hoc so that the initiator can define the parameters which initiating a workflow. The check box “Initiator can modify (add/edit or delete activities) this workflow on initiation” can also be enabled. This allows the initiator to edit all aspects of an activity.

Ad-hoc workflow templates

Workflow Template Examples

Workflow templates can be created to be as straight-forward or as complex as needed. Simple workflows may have a direct path from start to finish with few activities and minimum of participants involved. Complex workflows may involve one or more restarts, many participants, and several activities.

The flexibility of the document management workflow software allows you to customize your templates according to your organization’s requirements. Below are two examples of workflow templates. There is one simple workflow process and one complicated workflow process.

*The advanced workflow template example is for FileHold 14.*

Simple workflow process example



Advanced workflow example