Configuring workflow templates

Workflow templates define the states used in the workflow and the transitions that control how files move from one state to another state.

The default workflow template is named General Workflow and is designed for coding projects. You can use the default template out of the box or customize it. See About the default workflow template. You can also create workflow templates.

If you use the same state in multiple workflow templates, make sure any triggers that are configured to run based on state changes are valid for all repositories with workflows that include the state. For example, a trigger that sends email when a file moves to the Awaiting Review state will email the same users regardless of the workflow template. You may need to modify existing triggers or create new ones.

1. Choose Tools > Administration > Workflow.

The Workflow dialog box opens.

2. Click the Workflow tab.

3. Click Add to add a template. See Adding workflow templates.

4. Select a template and click Edit to change it. See Editing workflow templates.

5. Select a template and click Duplicate to duplicate it. See Duplicating workflow templates.

6. Select the Default Workflow template to use for new repositories.

You can select the workflow template to use for a repository or it can inherit the template.

7. Select a template and click Delete to delete it. See Deleting workflow templates.