How to create workflow on a document

Workflow scripts can be created by individuals who have permission to create new documents. Workflow scripts on a document apply only to that document. For this reason, we recommend that you set up workflow scripts in a predefined route or, even better, through the Workflow Scripts tool whenever possible so that the script can apply to many documents.

Create workflow on a doc 1

  1. Create or open a document of the desired type from the Project Dashboard.
  2. Click on the Route Detail tab.
  3. Select Add a Routee from the Route Options menu then:

Create workflow on doc 2

  1. Type Spitfire in the To field. Spitfire is not available through the Lookup feature; you will need to type it in. However, once you start typing Spitfire, it will appear in the auto-fill choices.
  2. (optional) In the Due field, enter or select from the calendar a due date for when the workflow script should start. If no date is indicated, the workflow script will start as soon as the document is routed to Spitfire.
  3. Accept the row, then:

Create workflow on doc 3

  1. Select Create Workflow from the row’s Options menu. The text editor window will appear.
  2. Type your workflow script.  We encourage the use of ATC: CALL to call a script stored in the workflow script library (where it can be easily maintained). See the Index of ATC commands for more information.
  3. Save your script and close the text editor.
  4. Back on your document, save your changes.

Last updated: September 19, 2017 at 10:00 am;