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Knowledge Base / FAQs / Workflow

How can I create a Workflow Template via the 'Workflows' tab?

Created on 24th August 2015 at 18:19 by Jamie O'Connell



If you need to reuse the same workflow frequently, you might want to create a workflow template.

A workflow template can be created via the 'Workflows' tab or via the workflow window.

In this lesson we will create a workflow via the 'Workflows' tab.

Create a New Workflow

In the 'Workflows' tab:

  1. Select a folder as your new template's home.
  2. Click 'File > New Workflow' to open the 'New Workflow' window.
  3. Name your new workflow, define the 'Job Handling', and, if desired, add a description of your new workflow.
  4. Click 'Save'.

Open new workflow

The new workflow is now listed in the 'Workflows' tab.

You will now need to add some content groups to the workflow.

Double-click the new workflow to open it.

Click 'File > New Content Group'

Each workflow track corresponds to a content group within your master document.

Create a new workflow track in this workflow by clicking 'File > New Content Group'.

NOTE:
If your master document contains multiple content groups, you should create multiple workflow tracks in this way. You will then need to name each workflow track to match the name of a content group.

Name and populate your workflow track

  1. Rename the workflow track to match the content group name in your master document. To do this, double-click on 'New Content Group', which is the default name.
  2. Populate the workflow track with a target language, users, and automated actions, as normal.

NOTE:
Please remember that the name of the workflow track must be a 100% match to the name of the content group within your master document. These names are case sensitive.

Click 'File > Close'

Click 'File > Close' to return to your 'Workflows' tab.

All changes that you have made to the workflow are saved automatically as you are making them, so there is no need to explicitly click a 'save' button.




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