Workflow Templates

Workflow templates can be found under Workflow Management in the Administration area. These templates are used for the workflow in specific collections. A default template is provided by meddevo and is used as default by all collections for the approval workflow. All newly created templates can be set as default.

Create a new workflow template: 

1. Navigate to the administration area (administration rights required)

2. Click on "Workflow Management"

3. Click on "+ Add".

4. In the new overlay, fill in a name for the workflow. (1)

5. Select a collection the workflow template will be used for. The workflow will be used for all entries in the selected collections and each collection can only have one Workflow active at a time. (2)

6. Select a role that can start the workflow process. (3)

7. Click on "+ Add workflow step". (4)

8. Fill in a name for the workflow step. (5)
9. Select a role that can contribute to this workflow step. (6)
10. Add a number of accepts that are required to finish this workflow step. (7)
11. Add a withdrawal workflow step in the same way you added the approval workflow step (at least one withdrawal step and one approval step is required for every workflow template).
12. Click on "Save".

The created workflow template is now saved under "Workflow Management" and is shown in the collection overview.