BlueCielo Meridian Enterprise 2013 User's Guide | BlueCielo ECM Solutions

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Viewing the current workflow

Viewing a document’s current workflow information allows you to identify which workflow the document is in, its current status in the workflow, and the possible transitions to the next state in the workflow.

To view the current workflow:

  1. On the document’s Document property page in the Workflow group, click the Status hyperlink. The Document Workflow dialog box appears similar to the following figure.

Each state of the workflow appears as a rounded rectangle. The current state of the document is outlined in red. The names of workflow transitions are shown in yellow boxes. Lines connect each transition from one state to another state. The direction of each transition is indicated by an arrowhead.

If the current workflow type is a workflow definition, the outgoing transitions of the current state are listed at the bottom of the dialog with the current status of each one. If the Meridian Advanced Project Workflow Module is installed, document workflow transitions may be interlocked with project workflow definitions. The status of these interlocks will be shown in Status.

  1. To make the entire workflow diagram appear in the window, click Zoom to Fit. The diagram is resized to fit the window.
  2. Click OK to close the window.

Related concepts

About workflow types

Understanding document workflow types

Understanding project workflow types

About document security

Related tasks

Routing a document in a workflow

Assigning roles to a folder

Building a report


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