Update a review workflow template

Inspire provides you with a template for the process of reviewing content from two users. If you want a workflow that contains a different number of reviews, more actions, different transitions between activities or assigns work to different workgroups, you can update the workflow template. The template is used to create a workflow and tell Inspire how to automate the workflow you need.

You must have permission to work with workflow templates.

  • By default, only users with the following permissions can create project workflows and assignments:
    • Administrator permissions
    • Access to the Project Module with the Create permission
  • Even if you don't have these permissions, you can be granted a special permission to create workflows and project assignments after a project is created.

There are three main parts to a template:

The details. This includes the Name of the template and it's Type.

The building blocks. This includes the options you must select when creating workflow tasks (Activities and Transitions). Inspire provides a few default options, but you can edit them or create your own.

  • If you aren't sure what specific options you might need before creating a workflow, you can add new ones at any time.

For Activity configurations, you should build the options you need for Status, Project Activity, and Workgroup.

For Transition configurations, you should build the options you need for an Action.

The workflow. This includes the order of Activities and how the process moves from one Activity to the next using Transitions.

Before you begin

  • The changes to a template will be applied to all new workflows that are started using this template.
  • For workflows that use this template and are in progress:
    • If the Activity or Transition you are updating has not occurred yet, the changes will be applied when the workflows moves to the updated Activity or Transition.
    • If the Activity or Transition you are updating has already been completed, the changes will not be applied.

To update a review workflow template:

  1. Update the details for a review workflow template.
  2. Update the building blocks for a review workflow template.
  3. Update Activities and Transitions for a review workflow template.