Use the workflow editor

Writers and content developers can easily create and modify the tasks they want to include in the workflow editor. Workflow components automatically open in the workflow editor. The workflow editor provides several options for editing a workflow component.

  • Workflow window—Use the Workflow window to create and edit the workflow structure and to apply activities and actions to the elements in the workflow structure.
  • Workflow Activity—An activity performs a task, such as requesting an approval. An activity can succeed or fail to determine additional actions on the workflow process.

    You can set a default value for the activity so users don't to have to set one for every workflow task.

  • Transition—A transition is a one-way link between two activities that determine the action performed in the workflow. Two transitions must be created if you need to move back and forth between activities. The action assigned to the transition can trigger a process or let a user know what task is queued next in the workflow process.
  • Status—A status represents the current state of an activity as a user moves through the workflow process.
  • Workgroup—A workgroup is a collection of assigned users and participants. One or more unique workgroups can be assigned to an activity.

You must have permission to the Projects Module to work with projects.

  • By default, only users with the following permissions can create project workflows and assignments:
    • Administrator permissions
    • Access to the Project Module with the Create permission
  • Even if you don't have these permissions, you can be granted a special permission to create workflows and project assignments after a project is created.