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Knowledge Base / Getting Started with one2edit™ v4 / For Everyone – v4

Job Items in a Workflow

Created on 16th May 2023 at 14:23 by Jamie O'Connell



Each item in a Job can be individually moved back and forth through a one2edit™ Workflow. This is in contrast to a typical PDF approval workflow, where the entire document must move through the process as a single unit.

An active workflow step contains job items approved by the previous step, or rejected by a later step (unless the active step is the first or last in the workflow). Editors and reviewers are, therefore, focused on those parts of the document requiring their attention.

This lesson explains the concept of moving individual items moving through a workflow.

NOTE: Each job item is only active (i.e. editable) in one workflow step at a time. Therefore, once an item has been committed to another workflow step, it can no longer be edited by the users in the current workflow step.

NOTE: A document can only be edited by one user at a time.

What happens when a workflow starts?

A running workflow

As soon as a Workflow is started, all items from a Content Group are available to the users assigned to the first step. This is displayed as a Job in the users Job List.

In this example, Translator_1 will see a Job in their Jobs List. The Job contains 75 items to be worked on. No other users in the Workflow see a Job in their list at this point, because none of the other workflow steps contain active content.

NOTE: In a progress bar, orange indicates items that are active (i.e. editable) but not yet marked as Done. Items marked as Done are represented by green in the progress bar, and items committed to the next step are represented by dark green.

Completed items can be committed to the next Workflow step

Items committed to next step in workflow

Individual job items can be marked as Done (or Accepted in a review step) once they are ready to be committed to the next step. It is not necessary for all active items to be committed for Job at the next step to start.

Each individual job item is only active in one workflow step at a time. An item can only be edited by a user if the item is active in that user's workflow step.

The entire document is always rendered. Therefore users can see content that is not active at their step, but they cannot edit that content.

In this example, Translator_1 has translated and committed 37 items to the Internal Review step. Therefore, the Internal Review step now contains 37 active items for Reviewer_1 to review (and edit, if required). Translator_1 can view but not edit those 37 items, as they are no longer active in the Edit Step. Similarly, Review_1 can view but not edit the remaining 38 items that have yet to be committed for review.

NOTE: In the above example, any workflow action in the Start field for the Internal Review workflow step would have been executed, because the step has become active. However, any workflow action in the Finished field of the Edit Step would not yet have been executed, as that step is only 49.3% complete.

NOTE: A workflow consists of one Edit/Translation workflow step and as many Review workflow steps as required. If no user is assigned to a workflow step, that step is ignored.

What happens when all items are committed to the next step?

What happens when all 'active' job items are committed to the next workflow step?

The percentage completion of each individual workflow step is calculated using the number of active job items at that workflow step.

Because the Internal Review step is now at 100% completion (37 of 37 done), a workflow action in the Finished field of that step would be executed. It does not matter that 38 job items have yet to be committed from the Edit Step.

  1. In this example, all Internal Review items are committed to the External Review step. Because Internal Review no longer contains any active items, the Job associated with it will no longer appear in the Jobs List for Reviewer_1. The Job will re-appear when items are committed from Edit Step (or if items are rejected from External Review/Final Approval)
  2. External Review is now active, and contains the 37 items committed from Internal Review. The user Client_Review will now see this Job in their list.

Rejecting job items back through a workflow

Job items can be rejected back to any previous workflow step. The status of a rejected item is switched back to New and becomes active at that target workflow step.

In this example:

  1. All 75 job items are initially committed to External Review. The user Client_Review reviews the content, with the ability to both accept and reject items.
  2. 15 items are Accepted and committed to Final Approval. This starts the job for user Reviewer_2.
  3. 10 items are Rejected back to Internal Review, re-opening the job for user Reviewer_1.
  4. 10 items are Rejected back to the Edit Step, re-opening the job for user Translator_1.
  5. 40 items remain active at External Review, and still need to be worked on by user Client_Review.

NOTE: When workflow steps are activated or re-opened, any Workflow Action present in the Start field will be executed (e.g. an email notification).

NOTE: Job items cannot skip steps on their way forwards through a workflow. Therefore, any rejected job items must pass through all the following steps in the workflow once more.

Overall Workflow Progress

The overall progress of the Workflow is shown in the Completion field progress bar, which is the same as the overall progress shown in the Projects area.

NOTE: Any action that should only be executed when the entire Workflow is completed (e.g. Commit Translations) should be placed in the Completion field (i.e. not the Finished field of the final workflow step).




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