Overview

Use this tab to:

• Create a new workflow.

• Select the existing workflow that you want to modify.

General

Use this tab to activate a specific version of a workflow.

New

Opens the Create configuration: Select a templateform, where you can select the template that the new workflow will be based on.

Modify

Opens the Workflow: <Workflow Name>form, where you can modify the selected workflow version.

Delete

Deletes the selected workflow.

Set as active

Activates the selected workflow version.

When a workflow is active, users will be able to submit documents for processing and approval.

Set as default

Makes the selected workflow the default workflow.

Documents that do not meet any workflow conditions will be processed by the default workflow.

Copy

Creates a copy of the selected workflow version.

Export

Exports the selected workflow version to a file.

Import

Imports a workflow from a file.

Template

Select a template to filter the list of workflows.

Configuration

Select the name of a workflow to filter the list of workflows.

Default

Select this check box to make the selected workflow the default workflow for this module.

Configuration Id

Displays the identification code of the workflow.

Name

Displays the name of the workflow.

Template

Displays the name of the template on which the workflow is based.

Instances

Displays the number of documents that are currently being processed by the workflow.

Active

Indicates which version of the workflow is active. (To activate a workflow version, click the Set as activebutton.)

Version

Lists the version number of the workflow.

(Every time you modify a workflow, a new version is created.)