Custom Workflow

Different "Custom Workflows" can be created according to the users needs. In particular, it is possible to:

• link a default workflow within the document, namely one single "Default" workflow for all the document activities
• link a different workflow for some document activities, namely different workflows for the various document activitys present in the document

To link a workflow to the document activities of a document type, it is necessary to access the Workflow definition window and:

• click on the "+" tile visible in the left panel. The Add Custom Workflow window will pop up
• select the document activity for which the workflow shall be defined
• Save

A new Custom Workflow will be added into the left panel with the same Code and Description as the selected document activity and the Default workflow to edit is displayed in the design area.

It is not possible to add or delete (Delete menu) a custom workflow if documents with running steps of the workflow exist for the document type.