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Knowledge Base / one2edit™ v4 Admins – Essential Workshops / Steps - Set up a Translation Project

Step 16: Customize Workflow Steps

Created on 13th March 2026 at 17:37 by Jamie O'Connell



Once you have created and populated your Content Groups, you then create a target-language document with a translation workflow.

By definition, translation jobs have both a source language and a target language. In order to leverage tools such as a translation memory (TM), we need both of these languages to be available in the workflow.

Given that an Adobe® InDesign® document is monolingual, we will need both our original source-language document and a separate target-language document. The target-language document is named a Version.

This is an excerpt from the workshop: Create a Translation Workflow.

Define Step Settings

There are settings available via the step's option menu, which can be defined for each workflow step.

  • Panel Settings: Define which panels (e.g. History, Document Info, etc.) are shown in the document editor for this specific workflow step. This overrides any panel settings you may have defined in the Client Workspace Settings dialog.
  • Frame Rules: Override the document's frame-editing settings for this specific workflow step.
    • Use Settings: This is the default setting, which is to obey any Frame Rules that are defined in the document. If none are defined, then the users cannot edit frames in this job.
    • Allow All: The users assigned to this step can edit any frame that contains editable content.
    • Allow None: The users assigned to this step cannot edit any frames, even if Frame Rules are defined in the document.
  • Text Rules: Override the settings of any Text Rules that are set for this document or Content Group.
    • Use Settings: This is the default setting, where any Text Rules will be enforced or suggested based on how they are defined.
    • Enforce All: Any Text Rules defined for this workflow will be enforced for all users at this workflow step.
    • Enforce None: Any Text Rules defined for this workflow will be suggested for all users at this workflow step.
  • No editing possible (notes only): Users assigned to this step cannot edit any document content. They can set the status of content items to Done/Accepted/Rejected, or add Notes to content items (if their user-group permissions allow them to add notes).
  • "Commit to next step" only possible when all items are done: Users can only commit items from this step to the next when ALL items have been marked as Done/Accepted/Rejected. This option is not enabled by default, and users can commit any number of items to the next workflow step, even if not all items have been addressed.

NOTE: Any options chosen here apply to only this one workflow step/job.

NOTE: By default, users cannot edit any frame geometry.




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