Creating and Managing a Workflow

Administrators can create predefined workflow groups from the Server workspaceManagement Center. These workflow groups are available to all projects on the Server.

Authors can create and start ad-hoc workflows if granted permission from the project administrator. For more information on how to access the Allow Authors to Initiate Ad-Hoc Workflows option, refer to Specifying Project Settings.

1. Click Workflow on the left menu on the navigation bar of the Management Center to display a list of existing workflow groups.
2. Choose from the following options:

   If You Want To	Then
   Create a workflow	Click New Workflow. Go to the next step.
   Update a workflow	NOTE: Documents that are already in workflow will not be affected by an update. Click on the name of the workflow to be updated. Go to the next step.
   Delete a workflow group	NOTE: Deleting a workflow group is not the same as stopping a workflow. Deleted workflow groups cannot be recovered. Documents using this workflow continue to be processed. Click the drop-down arrow to the right of the action button. Click Delete Workflow on the left menu. Select the checkbox to the left of the workflow to be deleted or, optionally, select the checkbox next to Select All. Click OKDelete to confirm. Click OK to delete.

3. Complete/edit the following information:

   Field	Description
   Name	Enter the name of the workflow group.
   Description	Enter optional amplifying information about the workflow.
   Members	Click Users to add users to the workflow group. Use the up and down arrows to the right of the Members list to set the sequence of reviewers in the approval process.
   Number of days for each approver to complete their review	Enter a number to include a due date for the review task.

4. Click OKSave.