Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Workflows > Editing Workflow Process | KnowledgeTree Document Management Software

Editing Workflow Process

This procedure Edits existing connections between Transitions and States in a currently selected workflow.

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.	Locate the relevant workflow in the Existing workflows section; then, click its Edit icon 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.	Click Configure Workflow Process to open the workflow configuration page.

5.	Locate the relevant transition in the Transition column; then, select a destination state for the transition in the adjacent Leads to state pick list.

6.	Select source State check boxes - one or more - to define the state/s 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.	Click Update Process to re-open the States and Transitions:[workflow name] page.