Manage actions in a template

You use transitions to identify what should happen when a workflow Activity is completed. For example, after the a technical review, you can create a transition that specifies the files should go to an editor for review. If there is also an Action that needs to be done during the transition, such as Take a snapshot, you can create the Action and add it to the Transition.

Inspire workflow templates are designed around an Activity.

  • Activities are connected by transitions.
  • A Transition can contain an Action.

    You can use Actions to:

    • Note a process that is completed outside of Inspire, such as Hire a copy editor.

    • Specify something a user should do after an Activity is completed, such as Take a snapshot.

    • Tell Inspire to perform an automated task.

      Currently there is only one option available for an automated Action:

      • The Action is called InspireCreateReview.

        • By default, the Transition from the Developing topics Activity to the Reviewing content Activity is completed manually by the user in the Writer Workgroup.

        • To automate the process, you can add an Action to have Inspire open a new Create Review screen automatically and populate any known details so the workflow user can quickly create the review and advance the workflow to the next stage (Reviewing).

      • This Action is only available in the Topic Workflow template.

      • You must configure it exactly as described in Add a Create Review Action to a topic workflow template. Otherwise, Inspire won't understand the Action as an automated process.

Before you begin

  • Inspire does not provide any default Actions that are manually completed by a user. If you haven't created any yet, follow the steps in: Create an action in a template.
  • You can create an Action first and then select it when creating a Transition.
  • You can create a Transition without an Action and add it later.
  • A Transition can only include one Action.