You are here: Configuring interlocks

Configuring interlocks

Interlocks are rules based on the values of certain properties of project folders or of documents. Interlocks are created and managed within a project definition and are applied individually to the transitions of the project definition’s workflow or to document workflow definitions. A project definition can have any number of interlocks, each defining a rule based on certain conditions that should apply to a transition in a project or document workflow. Project interlocks apply to the current project or its sub-projects. Document interlocks can apply to all, any, or no documents contained with a project folder. Document interlocks can affect the project itself, its parent project, or the topmost project of a project hierarchy.

To configure interlocks:

  1. Select the desired project definition in the configuration tree in the left pane of Meridian Enterprise Configurator.
  2. Click the Edit button to enable modification of the project definition.
  3. Click the Interlocks tab. The list of interlocks applied to the current project definition appears as shown in the following figure.

  1. Use the Add, Edit, Remove, and Remove All buttons to apply or modify interlocks from the descriptions in the following table.
Interlocks options
Option Description

Add Project Workflow Interlock or Add Document Workflow Interlock

Creates a new interlock. See Creating a project workflow interlock or Creating a document workflow interlock depending on which button was clicked.

Edit

Opens the selected interlock for editing.

Remove

Removes the selected interlock from the list of those applied to the current project definition.

Remove All

Removes all interlocks from the list of those applied to the current project definition.

  1. Click the OK button on the Interlocks tab to save your changes.

This completes the configuration of the interlocks of a project definition. You can now continue to configure the workflow in any of the following topics.

Related concepts

Understanding interlocks

Related tasks

Creating a project workflow interlock

Creating a document workflow interlock

Applying an interlock to a workflow transition 


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