Starting a Workflow

You can start a workflow using several methods.

1. Access the dialog for any of these methods:

   Option	Action
   Change Status command.	Right-click the object and select Task > Change Status.
   New XML Document	Using the Workbench command, the Workbench Map Editor command, or from an integrated XML editor menu command, initiate the process of creating a new XML document.
   Check In	From an integrated XML editor, initiate the process of checking in a document that has been edited.
   Reviewer interface	Click . See Changing Status Using the Reviewer Interface.

   A dialog appears with fields supporting workflow actions. Fields in the dialog vary, depending on the workflow configuration.

   Note: A document not currently in a workflow shows <none> in the Current Status field.
2. Select a New Status.
   Available status selections are controlled by definitions in the Task Sequence document for the workflow. If no new status appears in the list, the document is not within the scope of a Task Sequence document.
3. Make selections in the Assign to or Audience fields, as appropriate for the workflow configuration.
   These fields are enabled only if the Task Sequence document Status changer chooses audience option is selected.

   • The Assign To field is enabled if the transition specifies a Task Owner.
   • The Audience field is enabled if the transition specifies a Task Audience.
   • Both fields are enabled for a parallel workflow.
4. Accept the default Due Date for the next job step, or change it to a new date and time.
5. If desired, enter a Job Note that will be included in the job ticket comment field.
6. Enter a Snapshot Label or select one from the list.
   Settings in the Task Sequence document control whether this field is enabled and if so, how this field is used.
7. If you are applying a Snapshot to a document that references other documents, select the Apply label to referenced documents check box.
   If the check box is cleared, the snapshot label will be applied only to the object.
8. If you are applying a Snapshot to a document that references other documents, select the If this label exists on referenced objects, update it to use the new timestamp check box.
   If the check box is cleared, all referenced objects that already have this snapshot label will not have the timestamp modified with that of the selected object. However, the selected object will have the timestamp changed to the date specified here.
9. Click OK.