Adding workflow templates

Workflow templates define the states used in the workflow and the transitions that control the states a file can move to from each state.

1. Choose Tools > Administration > Workflow.

The Workflow dialog box opens.

2. Click the Workflow tab.

3. Click Add.

The Add Workflow Template dialog box opens. All defined states are displayed.

4. Enter a Workflow Template Name and Description.

5. Click Add to add a state to the template. See Adding states to workflow templates.

6. Select a state and click Edit to change it. See Editing workflow states.

7. Select a state and click Top, Move Up, Move Down, or Bottom to change the display order.

8. Select a state and click Remove to remove it. See Removing states from workflow templates.

9. Select a Default State.

The selected state is automatically set on files added to repositories that use the template, files added during promoting or rebasing, and files in new baseline or workspace branches. You cannot set states that require an electronic signature or automatically reset states to the default state when file versions change as the default state.

10. Select Rollback state with file rollback to rollback the workflow state when rolling back files.

By default, workflow states set on files do not change when rolling back files. The new file version has the same state as the most recent version. If this option is selected, the new version has the same state as the version rolled back to. This option applies to all repositories that use the workflow template.

11. Click Diagram Workflow to view a graphical representation of the workflow. See Diagramming workflows.

12. Click OK to save the changes.