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:
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. |
Document access |
Select an access option from the list. This option determines the editing ability of the users when the document is in this state:
This option is not available for start and end states. |
Allow multiple |
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. |
Entering document log comments is mandatory |
If enabled, comments are mandatory. If disabled, comments can be entered but they are not mandatory. |
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