Define a workflow

A Workflow is a set of activities called tasks that must be run in a specific order. To define a workflow:

  • select a workflow from the document workflows definition window
  • click on the Actions > Define Workflows menu. The workflow definition window will pop up

The Define workflow window is composed of three main areas. In detail

  • Custom workflow: shows the "Default" tile for which the workflow to associate to all the document activities of the document type must be defined. Use the "+" tile to make an exception and define a custom workflow, namely a different type of workflow for some document activities
  • Task workflow: shows the workflow design area in which to insert the tasks
  • Attributes: shows the information of the selected task