Creating a workflow from scratch

Use this feature to create a new workflow process. You can save the workflow to library.

Note: Be careful when making edits. Any edits to a document can break inheritance.
  1. With the document open in Edit mode, select Workflow > Send to Workflow. The Workflow Library menu displays. The Workflow Library shows all the workflows in an organization that have been saved to the library. When you select a workflow in the Workflow Library, the Workflow Details and Workflow Stages areas populate with relevant information. All workflows that have been saved to the Workflow Library can be used as templates for new workflows. Workflow templates are useful for organizations that workflow documents to a same set of users. The workflow originator can also create a workflow from scratch.
  2. Click Create New Workflow.
  3. Specify this information:
    Project Name
    Select a project name from the list or specify a new project name. For example, there can be many documents you want to workflow that are part of a project involving a monthly update of the site. You can use the same project name for each.
    Workflow Name
    The name of the workflow, used to identify the workflow in the workflow library.
    The area of the document that the workflow assignee can affect. For example, if you limit the area to a single topic, a workflow assignee who has permission to edit the workflowed document can edit only that topic, but the assignee can view the entire document.
    If the Scope is limited to a topic or section, indicates the specific topic or section that is being workflowed.
    Workflow Instructions
    The instructions or objectives that are shown in the Instructions area of the workflow.
  4. Click Next. The Workflow Stage menu displays, in which you specify the requirements for the first stage.
  5. Specify this information:
    The name of the individual who executes this workflow stage. Only users who have a role in the organization are available.
    The action that the workflow stage assignee is required to perform. These actions are supported:
    Action Description
    Review Post comments.
    Edit Post comments, edit, change configuration.
    ProofEdit Editing in the review process.
    Configure Post comments, change configuration.
    Duration (days)
    The number of days from the present date during which the stage assignee must complete the action and forward the workflow. Days begin to accumulate when the document is checked out and finish when it is checked in.
    The position of the stage in the entire workflow sequence. The first stage is assigned 10; the second, 20; and so on. Use this setting to sequence steps or to insert a step between two other steps. For example, to insert a step between the first and second step, create a new step and set its order to 25 or any value between 11 and 19.
    Stage Instructions
    Instructions or objectives that are related to the stage. Use this field to provide the stage assignee with instructions and expectations, for example, "Please review the Leave section."
    Indicates that the stage assignee must approve the stage before forwarding. If selected, add an Acceptance Title and an Acceptance Message.
  6. Click Add to add the stage to the Stage List.
  7. Repeat steps 7 and 8 for each workflow stage.
    Note: The final stage of any workflow is the acceptance stage, when the updated document is checked back in to the system. You must configure the workflow so that the document is sent to the originator at the last stage for final review and acceptance.
  8. When you have added all the steps in the workflow, click Complete.
  9. If necessary, attach a file to the document.
  10. Click Send to Workflow to start the workflow.
  11. Click X to close the Workflow window and to begin the workflow.