Interlocking a document workflow with a project workflow

Workflow transition interlocks are a feature provided by the Meridian Advanced Project Workflow Module. If the vault that you are configuring does not have the module installed, you can disregard the Interlocks page.

Interlocks are rules based on the values of certain properties of project folders or of documents. The Interlocks page of a workflow definition determines the validity, and therefore the visibility, of a document workflow transition to be executed. The validity is determined by the interlock definition and should be based on the organization’s change control processes.

Interlocks are defined in a Meridian Advanced Project Workflow project definition and are applied to the transitions of a project workflow definition or a document workflow definition. The Interlocks page of a workflow definition’s transition connects an interlock’s definition to a document workflow definition. Since interlocks are independent of any specific workflow transition, they can be used with any workflow transition. For more information on interlocks, see the BlueCielo Meridian Advanced Project Workflow Configuration Guide.

To configure the Interlocks page options:

1. In Configurator, expand Workflow 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. Double-click the transition that you want to configure. The transition’s Properties page appears.
5. Click the Interlocks tab. The current interlocks appear.
6. Click the Add button to add an interlock.
7. In the Name column, type the name of an existing interlock listed on the Interlocks tab of the Meridian Advanced Project Workflow Module project definition in which the interlock is defined. This specifies to which project definitions this workflow definition will be interlocked.
8. In the Location column, select Parent Project or Topmost Project to specify to which projects this workflow definition will be interlocked
9. In the Default Result column, select True or False to specify that the transition will be visible (True) or invisible (False) by default if the interlock is not satisfied.
10. Select All of these criteria if all (Boolean AND operation) of the interlocks must be satisfied for the transition to be shown. Select Any of these criteria (Boolean OR operation) if all of the interlocks must be satisfied for the transition to be shown.
11. To remove an interlock, select it and click Remove or clear its check box.

Note    Clearing the check box next to an interlock Name is the same as clicking the Remove button. The condition is removed when you click the OK button.

12. To remove all current interlocks, click Remove All.

Tip    You will also find the Remove and Remove All commands on the shortcut menu shown by right-clicking an interlock.

13. Click the OK button to close the Properties dialog.
14. Click the OK button to save your changes.