Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Workflows > Adding / Editing States | KnowledgeTree Document Management Software

Adding / Editing States

This procedure Adds and Edits states in a currently selected workflow.

The following information is editable:

•	state name

•	configuring state effects (security and notifications)

Perform the following steps:

1.	Open the Document Metadata and Workflow Configuration section in DMS Administration; then, click Workflows to open the Workflows main page.

2.	In the Existing workflows section, locate the workflow you're configuring; then, click the Edit icon for this workflow to open the Workflow: [workflow name] page.

3.	Click States and Transitions in the Workflow Administration menu to open the States and Transitions: [workflow name] page.

4.	Do you want to ...

•	add a new state? Go to step 5

•	edit a state? Go to step 6.

5.	Add a state:

5.1.	Click Add New States to open the Add States to Workflow page.

5.2.	Define new states for this workflow - one per line - in the text field.

Note: New states added to the workflow must be given a unique name.

5.3.	Click Add States.

5.4.	The system re-opens the States and Transitions: [workflow name] page, where you can view, edit, or delete existing states.

6.	Edit a state:

6.1.	In the States section, locate the state you're configuring; then, click the Edit icon for this state to open the Manage State page.

6.2.	Do you want to ...

•	change the name of this state? Define a new name for the state in the State Name field.

•	configure security settings for this state? Go to Configuring security by workflow state.

Note: KnowledgeTree's workflow tool allows the admin user to control permissions

and block specified document actions through the Workflow State.

•	configure notifications for this state? Go to Configuring Workflow State Notifications.

Note: The administrative user configures the system to send notifications to specified

users when a document reaches a certain state in the workflow.