Configuring workflow definitions

If a document type’s workflow option on its General page is set to Use workflow definitions, the document type will use the workflow definitions that are configured independent of the document type in the vault’s configuration. Only those workflows may be followed by users to create new revisions of documents made from the selected document type. The options on the Workflow page of a document type are then used to configure which workflow definitions are used, when they are used, and in which states new documents should begin their workflow.

Note    New documents include those made by the copy commands Copy Document, Create Project Copy, and so on.

To configure workflow definitions:

1. In Configurator, expand Document Types in the configuration tree and select the document type that you want to configure. The document type’s property pages appear in the right pane.
2. Click the Workflow tab. The workflow definition options appear. If the workflow definitions that you want to use with this document type are not listed, apply them as described in Creating and editing workflow definitions.
3. Click the Edit button to modify the options.
4. Click options or type values using the descriptions in the following table.

5. Repeat step 4 for each workflow definition that you want to be used with this document type.
6. Click OK to save your changes.