Creating a document workflow interlock

A document workflow interlock is a rule that can be used to determine the validity of a project workflow transition to be executed. The interlock is composed of one or more document types and one or more property filters based for any number of documents within a project or sub-project.

To create a document workflow interlock:

  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 in the right pane.
  4. Click Add Document Workflow Interlock. The New Workflow Interlock Properties dialog box appears similar to the following figure.

  1. Type information on the General tab for the options described in the following table.
General options
Option Description

Display Name

The editable name of the interlock for system administrators. Required.

Name

The permanent BlueCielo internal name of the interlock for system administrators. Required.

Description

A description of the interlock for system administrators. Optional.

  1. Click OK to close the Properties dialog.
  2. Click OK on the Interlocks tab to save your changes.

This completes the basic configuration of a document workflow interlock. You can now continue to configure the interlock in any of the following topics.