Workflow

Workflow allows Items to be quickly and easily flowed (moved or copied) between different areas of the Application in an ordered way. For example, you may wish to move a resume from an intray folder to an accepted or rejected folder. This can be achived using Workflow as follows:

1. Navigate to the intray folder, and select "Configure Workflow" from the Actions menu
2. Select the Act - in this case we want to Move the Item (alternatively it could be copied) to a target folder
3. Select the Cardinality - in this case we want to Move the Item to only One folder (it is possible to Copy a Item to many folders, but only Move a Item to One folder)
4. Tick the Selectable option - in this case we to give Members the option os selecting which folder to move the resume to (in cases where the workflow must follow a desired path, do not select this option)
5. Click OK to finish creating the workflow definition
6. Click the Add Target button and select the accepted folder
7. Click the Add Target button and select the rejected folder

Items in the intray folder will now have a "Workflow" option available under the Options menu. When this is selected, a Member can choose the action defined by the workflow - in this case whether to move the Item from the intray to the accepted or rejected folder. If desired additional workflow could be defined for Items in the accepted or rejected folder.

A member must have at least Edit permissions in the source folder (for a Move action) or View permissions (for a Copy action) and at least Create permissions in the target folders for the workflow action to succeed.

The Workflow history of all Items in the source folder can be viewed by clicking on the Configure Workflow option under the Option menu and then by clicking on the View Log button,. This history shows detailed information about what Items were moved/copied from this folder to where, by which Member and when it occurred.

Additionally the history of an individual Item Workflow can be viewed by selecting an individual Item and clicking on the Item Workflow option from the Option menu, please refer to the help on Item Workflow for further details.