Add a Transition that uses the InspireCreateReview Action

To automate some of the Review creation process in a workflow, you can add an Action to have Inspire open a new Create Review screen. After you create the required Action, Activity, and an inbound Transition, you must create the outbound Transition.

Required permissions

You must have permission to the Projects Module to work with projects and workflows. Other than that, you do not need special permissions to create, edit, or delete workflow templates.

However, keep in mind that administrators and other users can set permissions on components and folders.

  • You must have permission to edit the workflow template component.
  • You must have folder permissions where the template is stored.
  • For details on how to check and set permissions, refer to: Set permissions

For a complete list of permissions, including starting a workflow from a template, read: Workflow permissions.

Tips and tricks

  • Automated Actions are only available in a topic workflow template (not a sequential reviewer template), or a completely new workflow template component.
  • You can create an entirely new workflow template component that has no default Activities and Transitions.
    • Use the Topic workflow template explained in this topic as an example of what you can create.
    • To create a new template, follow the steps in: Create a workflow template component.
  • If you don't want to use this automated Action then the user must manually open the Reviews module, click Create, and add all review details.

The transition created in these steps is called Click Save to Create Review and Advance to Review Content. It connects the Create Review Activity to the Review Content Activity.

For more details on the complete automation process diagram, read: Automate Reviews in a template.

Before you begin

You must have completed the following steps required to automate the creation of a review in a workflow:

  1. Add the InspireCreateReview Action.
  2. Add a Create Review Activity.
  3. Include a Create Review Transition.

To add a Transition that uses the InspireCreateReview Action:

  1. Click Components.
  2. In the Folders pane, select Workflows.

    You can save a workflow template to another folder. If you did this, open that folder instead of the Workflows folder.

  3. In the Components pane, select a workflow template.

    Automated actions are only available in Topic workflows or a completely new workflow template component.

  4. To open the template, do one of the following:
    • Double-click the file
    • Right-click the file, and then select Edit...
    • Click the Options menu, and then select Edit...
    Results: You see the workflow activities and transitions in the editor.
  5. To create a new Transition, in the Create Review Activity's toolbar, select Create transition.
  6. On the Create Transition screen, In Name, enter Click Save to Create Review and Advance to Review Content or another similar title.

  7. In From Activity, select Create Review or the preceding step where you want to insert the automation of creating a review.
  8. In To Activity, select Review Content or the name of the Activity you created for this purpose.
  9. In Action, select InspireCreateReview.
  10. To save your changes, click Create.
    Results:
    • You can see your new transition with two lines: one line connecting it from the start activity; one line connecting it to the end activity.
    • To move your transition in the editor but not change the start and ending activities, click the transition's title bar, and when you see the move cursor, drag it inside the editor.

      The lines connecting the transition to the start end activities are re-drawn as you move the box.