Creating and editing work area states
Work area states represent steps in a change control process or project where different actions can be performed on documents by different users. The name of a work area state also becomes its current Status value.
To create or edit a work area workflow state:
- In Configurator, expand Work Area Templates in the configuration tree and select the work area template you want to edit. Its property pages appear in the right pane.
- Click the States tab to display the current workflow.
- Click the Edit button to modify the workflow.
- To create a new state, use the tools described in Drawing a workflow diagram.
- To edit a state, double-click the state. The state’s Properties page appears.
- On the General tab, click options or type values using the descriptions in the following table.
| 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. |
- On the Subwork Area tab, select the work area templates that users can select to create subwork areas within this state.
- Select Documents can only be created or revised within these subwork areas if this work area state should only contain released documents.
- Click the OK button to close the Properties dialog box.
- Click the OK button to save your changes.