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Knowledge Base / Administrators – Essential Workshops / Steps – Setting up an Editing Project

Section 9: Create a new 'Edit' workflow

Created on 09th October 2017 at 12:39 by Jamie O'Connell



This section shows you how to create a new 'Edit' workflow.

The following content is an excerpt of our workshop. To see this lesson in context, please refer to "Workshop 2: How to create an Edit Job Workflow (Steps 5-6)".

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

Let's get started!

Create new workflow

To create a new (empty) workflow there are two possibilities:

  • via Menu: Click 'Workflow > Assign Empty Workflow' to assign an empty workflow to this document.
  • via 'Footprints' icon: You can also click on the 'Footprints' icon to assign an empty workflow to this document.

NOTE:
You can click 'Workflow > Assign Workflow from Template' to use an existing workflow. However, in this case, we are assuming that you have not already created a workflow. Furthermore, if you do create a workflow from scratch by following these instructions, you can then save it as a 'Workflow Template' afterwards.

WHAT IF an error message pops up?

This message ("Can't assign workflow: document has no content groups") will not appear if you have followed our guides and created content groups in your master document.

However, when under time pressure, you might create a version document without preparing your master document properly. In that case, this message will remind you to create and populate your content group(s).

NOTE:
If you create a content group, but assign no content to it, a workflow can be created. However, when this workflow is started, nothing will happen and no jobs will appear, because there will be no content to edit.

Workflow Tracks

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

  1. '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.
  2. One 'Workflow Track' per 'Content Group': When you assign an empty workflow to a document, one2edit™ automatically checks to see what content groups exist within the master document. One workflow track will be created per content group, as you can see above. Each workflow track will have the same name as the content group to which it applies.
  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'.




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