Customize the building blocks for a sequential reviewer workflow template

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

• 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 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.

  

  • Status. You track the progress of a content development Activity by assigning it a Status. By default, Inspire includes the following statuses: Writing, Reviewing, and Publishing. You can customize this list.
    • After you use the workflow editor to create a new Status or update an existing one, that status is unique to the template you're working in. If you want to use the new or updated Status in another template, you have to re-create it in that specific template.
    • To create or update a Status in a template or for an Activity, follow the steps in:
      • Add a new status to a workflow template
      • Edit a template status
      • Update an activity's status
      • Delete a template status
  • Project Activities. Every project assignment and workflow activity must be associated with a category that defines the work. By default, Inspire includes the following categories for Project Activity: Approve Content, Edit Content, Publish Content, Review Content, Review Image, and Write Content.

    Project Activity is a required field and cannot be left blank. Although this field is not marked with a red asterisks, and you can create a new Activity without selecting a Project Activity, if you leave it blank, the Save and Submit options are not available until you correct the errors in the workflow template.

    • If there is an error in the configuration of the Activity, you see the Activity name in red.

      

    • Project Activities are configured by Administrators outside the workflow editor.
    • After a project activity is created or updated, it can be used across all templates.
    • If you are an administrator, follow the steps in: Manage project activity configurations.
  • Workgroups. You must have a list of users who can complete the work for a project Activity. For example, if the activity is a legal review, you would create a workgroup that includes your company lawyers.
    • After you use the workflow editor to create a new Workgroup or update an existing one, that group is unique to the template you're working in.
    • If you want to use the new or updated Workgroup in another template, you have to re-create it in that specific template.
    • To add or remove users in the Workgroups or create new groups, follow the steps in:
      • Create a new template workgroup
      • Edit template workgroups
      • Delete an existing workgroup
      • Update an activity's workgroup
• For Transition configurations, you should build the options you need for an Action.

  

  • You use Transitions to identify what should happen when a workflow Activity is completed. For example, after 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, such as Take a snapshot, you can create the Action and then add it to the appropriate Transition.
  • The only way to create a Transition is to copy and paste an existing one and then edit it.
  • Actions you identify are normally completed by the user who is advancing the workflow by marking a task as Complete.
  • After you use the workflow editor to create a new Action or update an existing one, that Action is unique to the template you're working in.
  • If you want to use the new or updated Action in another template, you have to re-create it in that specific template.
  • Currently, there is only one Action that is performed by Inspire. When a user advances a project workflow task and the Transition has an Action of InspireCreateReview, Inspire opens the Create Review screen for the current user. To use this action, follow the steps in: Add a Create Review Action to a topic workflow template.
  • You can manage actions in the following ways:
    • Create an action in a template
    • Add an action to a transition
    • Remove an action from a transition
    • Edit a template action
    • Delete a template action