BlueCielo Meridian Advanced Project Workflow Module 2017 Configuration Guide

Creating and editing states

A workflow definition state represents a step in the change control of a workflow. Its options control:

To create or edit a workflow definition state:

  1. In Configurator, expand ProjectWorkflow Definitions in the configuration tree and select the workflow definition you want to edit. Its property pages appear in the right pane.
  2. Click the States tab to display the current workflow.
  3. Click the Edit button to modify the workflow.
  4. To create a new state, use the tools described in Creating a project workflow.
  5. To edit a state, double-click the state. The state’s Properties page appears.
  6. On the General page, click options or type values using the descriptions in the following table.
Workflow definition state options
Option Description

Display name

Type the name of the state as you want it to appear to users. This name should reflect the purpose of the state in the workflow.

Name

A default internal name is calculated. Accept the default in most cases.

Color

Select a color for the state shape. We recommend that you use standard colors for similar states in all workflows. This makes it easier for users to identify the states’ purposes.

Consensus transition

Select a transition from the list that will require the consensus of all to-do persons before the transition will be executed. This is useful for parallel review states that require the approval of multiple users. As each person executes the transition, their name is removed from the list of users in the By workflow property. If one to-do person executes any other transition, the names of all to-do persons are removed. This option is not available for start and end states.

Allow multiple ManagersTo-Do Persons

Controls whether or not the workflow can have multiple managers assigned. If this option is enabled, an approval consensus of all managers is required for the workflow to proceed through the transition selected for the Consensus Transition option (above) to the next state. Optional.

Select this option if multiple users may be assigned to a document routed to this state, such as for parallel review. This option is not available for start and end states.

Status text

Type a value for the Status property when in this state. This option is not available for start states.

To-do action

Configurable text to display as the task to be performed by the current To Do Person when in this state. Optional.
    Click the To-Do Persons tab and configure options as described in Assigning users to a workflow state. Click the To-Do Person Privileges tab and configure options as described in Assigning privileges to a workflow state. Click the Revision Number tab and configure options as described in Allowing new revisions in a workflow state.
  1. Click the Property Assignments tab and configure options as described in Assigning property values in a workflow transition.
  2. Click the OK button to close the Properties dialog box.
  3. Click the OK button to save your changes.

The projectworkflow definition is now ready to be used as described in the BlueCielo Meridian Advanced Project Workflow Module User’s Guide.

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