Adding triggers to set workflow states

You can add a trigger action to change the file workflow state to a specified state or the default state. For example, you can set the workflow state when files are checked in to track the files that require additional attention.

1. Choose Tools > Administration > Triggers.

The Triggers dialog box opens.

2. Click Add.

The Add Trigger dialog box opens.

3. Enter a Trigger Name, select the Trigger When events, and select the Preconditions. See Adding triggers.

4. Click the Actions tab and click Add to add an action.

5. Select Set state to [state] with comment [comment] from the Action list.

6. Select the State to set when the trigger runs.

Select <Default State> to use the default state set in the workflow template.

7. Enter a Comment to include with the state change.

8. Click OK.

9. Select Disable trigger after it runs once if you only want the trigger to run once.

10. Click OK to add the trigger.