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Knowledge Base / Administrators – Essential Workshops / Steps - Setting up a Translation Project

Section 11: 'Workflow Tracks' and 'Workflow Steps'

Created on 05th October 2017 at 14:46 by Jamie O'Connell



This section introduces you to 'Workflow Tracks' and 'Workflow Steps'.

The following content is an excerpt of a workshop. To see this lesson in context, please refer to "Workshop 2: How to create a Translation Job Workflow (Steps 6-8)".

NOTE:
A detailed description of any window used here can be found in the 'User Interface Description' sections.

Let's get started!

Workflow track

Workflow track

When you assign an empty workflow to a document, there will be one workflow track for each content group*.

  1. One Workflow Track per Content Group: When you assign an empty workflow to a document, one2edit™ automatically checks to see what content group exists within the master document. One workflow track will be created per content group. Each workflow track must have the same name as the content group to which it applies.
  2. 'Footprints' icon becomes 'Play' icon: After assigning a workflow to the document, the 'Footprints' icon changes into a 'Play' button. From now on your workflow is ready to be started whenever you are done with adapting it to your needs.
  3. Job Handling: You can use this drop-down menu to choose if this workflow should combine or split jobs.

* For a detailed description of the workflow track please see the 'User Interface Description'.

What is the difference between 'Combine Jobs' and 'Split Jobs'?

  1. If 'Combine Jobs' is selected, any user who is assigned to multiple, sequential workflow steps will only find one job in their 'Jobs' tab. This enables that user to progress content directly from the start of the first step to the end of the last step in that sequence, e.g., if a user is assigned to both the 'Edit' and first 'Review' steps, then any content marked as 'Done' will be progressed through the review step as well. There is no need to review the content via a separate job.
  2. If the 'Job Handling' is set to 'Split Jobs', however, then the user will see an individual job for every workflow step. In this case, the user may only progress content through one workflow step at a time, e.g., even if a user is assigned to both the 'Edit' and first 'Review' steps, then any content marked as 'Done' in the 'Edit' step will need to be reviewed via a separate job from their 'Jobs' queue.

NOTE:
This setting only takes effect if there are users assigned to
multiple and sequential workflow steps.

Add workflow steps

Add workflow steps

By default, each workflow track consists of one 'Edit' step and one 'Review' step. You can add as many 'Review' steps as you need by clicking on the '+' icon found on every 'Review' step.

NOTE:
If you do not wish to use a certain workflow step, simply do not add any users to that step.

Deleting workflow steps

Deleting workflow steps

Apart from the two default steps ('Edit Step' and 'Review Step') any other step can be deleted via '-' button. If only the two default steps are existing, no '-' button will be available next to the 'Review Step'. A 'Question' message occurs requiring another approval before deleting a 'Workflow Step'.

NOTE:
When a 'Workflow Step' has been deleted all information added or 'Workflow Actions' assigned to that step will be deleted as well. When adding another step, a new and empty 'Workflow Step' opens which needs to be adapted again from scratch.

Renaming a 'Review' step

Renaming a 'Review' step

If you have more than one 'Review' step, it is worth renaming them so that you know which 'Job' is which.

To rename a 'Review' step:

  • double-click on the word 'Review' for that step
  • type in the new name for that step (e.g. 'Internal Review')
  • press 'Enter'

You can rename any 'Review' step in this manner. These step names will be visible in the 'Jobs' queues of the assigned users.

NOTE:
You cannot rename the 'Edit' step.




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