This topic covers these screens:
Access the Criteria tab by clicking the tab on the Workflow Admin screen. Use it to add, edit, enable, disable, and delete Criteria workflows and sub-workflows.
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Field |
Description | ||
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Name |
Lists the workflow names. | ||
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Status |
The status of the workflow: enabled or disabled. | ||
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Security Group |
The security group that will cause the file to enter the workflow.
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Add (Workflow) |
Opens the New Criteria Workflow screen. | ||
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Edit (Workflow) |
Opens the Edit Criteria Workflow Workflow Name screen. | ||
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Delete (Workflow) |
Enables you to delete the selected workflow. | ||
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Criteria |
Shows the criteria defined for the selected workflow. | ||
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Steps |
Lists the steps and step types included in the selected workflow. | ||
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Add (Step) |
Opens the Add New Step screen. | ||
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Edit (Step) |
Opens the Edit Step Step Name screen. | ||
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Delete (Step) |
Enables you to delete the selected step. | ||
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Enable |
Enables the selected workflow. | ||
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Disable |
Disables the selected workflow. If there are any content items still in the workflow process, all of the content revisions will be released to the system before the workflow is disabled. |
Access this screen from the Criteria tab of the Workflow Admin screen by clicking Add or Edit in the left pane. Use it to add or edit a Criteria workflow or sub-workflow.
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Field |
Description |
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Workflow Name |
The name for the workflow. The Workflow Name has a maximum field length of 30 characters, and the following characters are NOT acceptable: spaces, tabs, and the symbols ; ^ : @ & + " # % < > * ~ | |
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Description |
A description of the workflow. |
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Security Group |
Specifies the security group that the revisions must be in to enter the workflow process. |
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Use Template |
Select this check box if you want to use a workflow template. This box is displayed on the New Criteria Workflow screen only if a template exists. |
|
Has Criteria Definition |
Selected: Criteria workflow Cleared: Sub-workflow |
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Field |
The metadata field that will be evaluated when each file is checked in. Options are Content ID, Author, Type, Account (if accounts are enabled), and any custom metadata fields that you have created. |
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Operator |
Defaults to matches. |
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Value |
The Field value that will cause a file to enter the workflow. Wildcards can be used in this field. Use standard wildcard values: * = one or more characters; ? = single character. |
|
Is Collaboration Project |
Selected: Collaboration workflow Cleared: Standard Criteria workflow |
Access this screen from the Criteria tab by selecting a workflow and clicking Add or Edit in the right pane. Use it to add or edit a workflow step.
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Field |
Description | ||
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Name |
The name for the step. Typically this the type of review (such as initial review or copy edit) or the function of the reviewer (such as manager or copy editor). | ||
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Description |
A description for the step. | ||
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Type |
Reviewer: Approves or rejects the revision. Reviewer/Contributor: Can edit the revision and approves or rejects it. | ||
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User Tab |
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Alias/User |
Lists the users, aliases, and tokens currently assigned to the step. | ||
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Add Aliases |
Opens the Add Alias to Step screen. | ||
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Add User |
Opens the Add User to Step screen. | ||
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Add Token |
Opens the Add Token to Step screen. | ||
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Delete |
Enables you to delete the selected step from the workflow. | ||
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Exit Conditions Tab |
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All reviewers |
If this is selected, all users assigned to the step must approve the revision before the workflow passes to the next step. | ||
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At least this many reviewers |
If this is selected, the workflow passes to the next step as soon as the number of users specified have approved the revision.
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Use Additional Exit Condition |
If this is selected, the conditions defined in the text box must be met before the workflow passes to the next step. | ||
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Edit |
Opens the Edit Additional Exit Condition screen. | ||
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Clear |
Clears the Exit Condition text box. |
Access this screen from the Criteria tab by selecting a workflow, selecting a step in the right pane, clicking Add or Edit in the right pane, and clicking Add Alias on the Add New Step or Edit Step Step Name screen. Use this screen to assign an alias to a workflow step.
|
Field |
Description |
|
Alias |
Lists the available aliases. |
|
Description |
A description of the alias. |
Access this screen from the Criteria tab by selecting a workflow, selecting a step in the right pane, clicking Add or Edit in the right pane, and clicking Add User on the Add New Step or Edit Step Step Name screen. Use this screen to assign a specific user login to a workflow step.
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Field |
Description |
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Use Filter |
Select this check box to narrow the user list as defined by the Define Filter screen. |
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Define Filter |
Opens the Define Filter screen. |
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Show Columns |
Opens the Show Columns screen. |
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User Name |
The user login. |
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Full Name |
The full name that corresponds to the user login. |
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User Type |
An attribute that can be defined by the system administrator. |
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Auth Type |
The type of user: local, global, or external. |
Access this screen from the Criteria tab by selecting a workflow, selecting a step in the right pane, clicking Add or Edit in the right pane, and clicking Add Token on the Add New Step or Edit Step Step Name screen. Use this screen to assign a variable user token to a step.
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Field |
Description |
|
Name |
Lists the available tokens. |
|
Description |
A description of the token. |
Access this screen from the Criteria tab by selecting a workflow, selecting a step in the Steps pane, clicking Add or Edit in the Steps pane, clicking the Exit Conditions tab, and clicking Edit. Use this screen to define exit conditions for a step.
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Field |
Description |
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Field |
Select the workflow condition or metadata field to be evaluated. |
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Operator |
Select an operator. This is a dependent choice list that shows only the operators associated with the Field option. |
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Value |
Select the value. Depending on which operator is selected, you will see a choice list or a Select button for this field. After you enter a selection from the choice list or Select button, you can type in this field to change the value. |
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Add |
Adds the conditional statement defined by the Field, Operator, and Value fields to the exit condition clause. |
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Update |
Changes the selected conditional statement to the statement defined by the Field, Operator, and Value fields. |
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Condition Clause |
Lists the conditional statements that have been added to the exit condition. Multiple clauses can be appended as AND statements. |
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Delete |
Deletes the selected conditional statement. |
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Custom Condition Expression |
Enables display and edit of the Idoc Script generated from the condition clauses. |
Access this screen from the Criteria tab by selecting a workflow, selecting a step in the right pane, clicking Add or Edit in the right pane, clicking Add User on the Add New Step or Edit Step Step Name screen, and clicking Define Filter on the Add User to Step screen. Use this screen to narrow the list of users that is displayed on the Add User to Step screen.
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Field |
Description |
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Check boxes |
Select one or more check boxes to activate the filter fields. |
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Fields |
The Field value that will cause a file to enter the workflow. Wildcards can be used in this field. Use standard wildcard values: * = one or more characters; ? = single character.h |
Access this screen from the Criteria tab by selecting a workflow, selecting a step in the right pane, clicking Add or Edit in the right pane, clicking Add User on the Add New Step or Edit Step Step Name screen, and clicking Show Columns on the Add User to Step screen. Use this screen to change the columns that are displayed on the Add User to Step screen.
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Field |
Description |
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Check boxes |
Selected: The field is displayed on the Add User to Step screen. Cleared: The field is not displayed on the Add User to Step screen. |
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Save Settings |
Selected: The column settings are applied every time the Add User to Step screen is opened. Cleared: The column settings apply only until the Add User to Step screen is closed. |