Sanae BEKKAR – My Blog –

A workflow specifies how to route content for review and approval before it is released to the system.

The workflow notifies users by e-mail when they have a file to review, and by displaying a workflow notification icon in the banner next to their user name.

From a workflow participant’s point of view, there are two types of workflows:

■ A basic workflow defines the review process for specific content items, and must be initiated manually.

■ In a criteria workflow, a file enters the workflow automatically upon check-in when its metadata matches predefined criteria.

Entering a File to a Workflow

If you have been assigned as a contributor to a basic workflow, it notifies you that you have an item in workflow both by e-mail and by notification flag on the banner of the WebCenter Content home page.

To start the workflow, you must check in the designated files as the first step.

To check in a file to begin a basic workflow:

1. Click the Items in Workflow notification icon ( ) on the home page banner to display a listing of all workflow items assigned to you.

2. Do one of the following:

■ Right-click on the item in the result list to check in and select Check In from the contextual menu.

■ Select the item in the result list to check in and click the Check In icon ( ) in the toolbar. ■ Open the document in the View Documents page to display the document properties and click Check In.

3. Select a destination and profile to use and click Continue.

Select a file to check in and fill in the check-in form, then click Upload, noting the following:

■ By default, Submit document to workflow is enabled and any item checked in moves to the next step in the workflow.

■ Disabling Submit document to workflow and clicking Upload checks in the file but keeps it in edit status. It does not move to the next step in the workflow.