|
Search
Before using workflow in your project, it must first be setup and configured. To do this, from your Project Homepage under Project Administration, click the 'View Project Information' button in the 'Information' section. In Project Administration, click the 'Workflows' tab and then click the 'Add New' button.
In Add Mode, add the following detail and then click 'Save' to save your workflow
Workflows are company specific and project specific. Only users of your company who have access to the project and have been provided workflow configuration access can edit the workflow. When a workflow is first created, the logged on user has access to the Workflow Configuration. The workflow however, can be configured to allow any user of your company to maintain the workflow configuration.
NOTE: Users who are provided access to workflow configuration can also view the workflow on the form document when the workflow is engaged, even if the users is not part of the workflow itself. This assumes the configuration user is shared the document to which the workflow is associated. |
Editing workflows can have unintended results and therefore this section defines not only how to edit workflows but also provides important information on the outcome of certain edits such as deleting and reordering steps of a workflow. To edit a workflow, click the 'Edit' button.