Configuring a Workflow

Before you can begin using a workflow, you must plan how it will work, create workflow objects, and test the definitions.

Planning and Designing a Workflow
You should plan and design a specific workflow on paper before you begin configuring the workflow in the repository.
Setting Workflow Options in the Application Document
An administrator can set a number of workflow options in the application document.
Setting Workflow Status on Documents Referenced by a Map
An administrator can configure the system to automatically set the workflow status on referenced documents when changing the status of a map. Additionally, a workflow job step can be defined to automatically change referenced topics' status only when the status of the map is changed.
Configuring Digital Signatures
An administrator can configure the repository to use a digital signature when applying a snapshot label or changing a workflow status.
Restricting Status and Snapshot Labels
Structured documents, elements, and files may have status attributes and snapshot labels associated with them.
Defining Workflow Status Values
An administrator must define the series of statuses in the workflow using message keys and strings.
Defining Roles for a Workflow
An administrator creates role definitions for use in a workflow.
Defining Email Message Keys
An administrator must define the email message subject and body text in the workflow using message keys and strings.
Defining Jobs or Scriptlets for Use at Transitions
An application developer or administrator can define jobs that run when a status changes or scriptlets that run before or after a job step is assigned.
Tips for Defining Task Sequence and Audience Parameters Documents
These helpful tips can assist you in defining Task Sequence and Audience Parameters documents.
Creating or Editing a Task Sequence Document
To configure a workflow, an administrator must define it in a Task Sequence document.
Creating or Editing an Audience Parameters Document
An administrator defines an Audience Parameters document to support a workflow.
Testing the Workflow
Before moving into a production state, test the workflow to ensure it meets your requirements.