Viewing / Starting Workflows

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Working in KnowledgeTree's Web Interface > Browse Documents > Working with Documents > Viewing / Starting Workflows

This procedure displays assigned workflows (if any), and starts a workflow on a currently selected document.

Note: Once a document is in a workflow, you cannot overwrite that workflow by assigning a different workflow to the document - the document can only transition between states in the workflow that has been assigned to it.

Pre-requisite:

•	The document type of the document you're working with must be able to use the workflows added to the system or the workflow option will not display as a document action.

Perform the following steps:

1.	Log in to KnowledgeTree's web interface; then, open the Document Details page of the document where you want to view or start a workflow.

2.	In the Document actions menu, click Workflow.

3.	Do you want to ...

•	view a current workflow? View settings for the workflow (if assigned) on the page.

•	perform a transition on the workflow? Select a transition in the Transition to perform pick list; then, add a comment in the Reason for transition field to describe why you are changing the workflow state. Click Perform Transition.

Note: The Document Workflow page confirms that the transition has been performed,

and it displays the new workflow state. Note: Transitions are a manual procedure - e.g.

once you have reviewed a document, you need to check it back in, and then manually

transition the document to the 'reviewed' state.

•	start a workflow? Select a predefined workflow from the drop down menu; then, click Start Workflow.

Workflow document action

Start Workflow

Workflow started

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