Configure a workflow and transitions

You can only associate one workflow with each content type. Therefore, if you only want to configure additional states and transitions for existing content types, choose System>Configure workflows and then choose an existing workflow from those displayed. Proceed from Step 6 below.

Before attempting this procedure, define the states required for your workflow and (optionally) create a script to extend the function of the workflow.

To configure a new workflow, proceed as follows:

  1. If you are already in the Workflow <New> window having just defined a state, click Workflows in the left pane to open the Workflow page.

  2. Beside Name, enter a name for the workflow, prefaced by an underscore.

    The underscore preface indicates to WCM that the workflow is a resource. Once you have defined the new workflow in the WCM language file, the underscore will not appear in the WCM user interface.

  3. Beside Initial state, select an initial state for the workflow.

  4. If workflow scripts have been defined by a developer, select the appropriate script beside Workflow script. If no scripts were developed, leave this field in its default value, (none).

  5. Click Save or Check-in, depending on your lock mode.

  6. Click the New transition button to open the Workflow transition window.

  7. Beside Workflow, select the name of the workflow.

  8. Beside Name, enter a name for the transition, using the preface _WT_.

    The _WT_ preface is how the full name of the resource is used in the code.

  9. Beside Code, enter the string that will identify the transition in the code.

  10. Beside From state, choose the first state in the transition.

  11. Beside To state, choose the second state in the transition.

  12. Click the Workflows refresh button at the top of the left pane to display your new transition in the Workflows tree.

  13. Click Save or Check-in, depending on your lock mode, to save your workflow and transition.