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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Workflows > Adding Workflows
This procedure Adds new workflows.
Adding workflows involves:
| • | connecting transitions and states |
Perform the following steps:
| 1. | Use your administrator login credentials to open the Document Metadata and Workflow Configuration section in DMS Administration; then click Workflows to open the Workflow Admin page. |
| • | create a new workflow, with new settings? Go to step 3. |
| • | copy the settings of an existing workflow to create the new workflow? Go to Copying a Workflow. |
| 3. | Click Create New Workflow. |
| 4. | Complete Step 1: Basic Workflow Details: |
| 4.1. | Define a name for this workflow in the Workflow Name field. |
| 4.2. | Define States for this workflow in the States field - add unique state names, one per line. |
Note: By default, the first state listed in this field becomes the starting state.
| 4.3. | Define Transitions for this workflow in the Transitions field - add unique transition names, one per line. |
| 5. | Complete Step 2: Connect transitions to states: |
| 5.1. | For each Transition listed in the table, perform the following tasks: |
| 5.1.1. | Select a destination state - click the down arrow at the Leads to state pick list to select the state that follows the adjacent transition. |
| 5.1.2. | Select source State check boxes - one or more - to define the state that precedes this transition. |
Note: KnowledgeTree allows a document in a workflow to move to the next state
from one or more source states.
| 7. | The system opens the Workflow: [workflow name] page, where you can edit the basic details of the workflow, or access workflow management functions in the Workflow Administration menu. |
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