Planning your workflow

Before you create a Surround SCM workflow, take the time to document and understand the process that files follow during their lifecycle. This can help you determine the status that files can be in, users who can perform work on files, information that users require, and how files move from state to state.

A workflow should include a state to represent each status that a file can be in. You should also consider the users working with the files, the types of actions they perform, the actions that need to happen when files change, and the information you need to track.

After you plan your workflow, you should be able to list the states that files can move to from each state. To create the workflow, first create the states and then create the workflow template. After you create the template, you can assign it to repositories and optionally configure triggers to automate the workflow.