Workflow editor

Right-click a Workflow and click Open With Workflow Editor to see the workflow in the editor.

  • Click an object like a box or a line to select it in the Workflow window to use a function on it
  • Click and drag the handles of the selected object to modify its size or position
  • Right-click and hold the mouse button on the background in Workflow editor to drag the Workflow in any direction

NOTE: When, by accident, you are editing the same Workflow in two different Workflow editor windows at the same time, Content Manager will not display a warning message and may not save the changes you have made to the Workflow.

Avoid opening more than one instance of a Workflow.

  • Double-click an Activity for its properties

    Alternatively, right-click the Activity, select Properties

    See Workflow Activity properties for details.

  • Double-click in the window to create a new Activity
  • Right-click the screen for the options:
    • Add Activity - creates a new Activity
    • Best Route View - shows the shortest route through the Workflow by cost (---) and duration (_ _ _)
    • Worst Route View - shows the longest route through the Workflow by cost (---) and duration (_ _ _)
    • Normal View - default
    • Outline - minimises each Activity dialogue box within the Workflow window to make it easier to work with complex Workflows
    • Align Workflow - select Workflow alignment
    • Reschedule... - displays the Reschedule Workflow window
    • Properties - displays Workflow properties.

      See Workflow properties.

Home ribbon

  • Save and Save As - save the Workflow in Content Manager or in Content Manager and with the record(s)
  • Delete - delete the selected Activity(s) from the Workflow Template.
  • Add Activity - add a new activity to the Workflow template. See Creating Workflow template Activities for details.
  • Perform Action - complete actions on the selected Activity
    • Complete - marks the selected Activity as Complete.
    • Uncomplete - marks a previously completed Activity as Ready to Start and 99% complete
    • Rollback - go back to a previous Activity.

      Marks current Activity Not Ready To Start and the selected Activity Ready To Start.

    • Authorise - used by authorising officer.

      Authorises an interim completed Activity with the status Pending Authorisation to change its status to Finally Completed.

    • Reject - used by authorising officer.

      Rejects an interim completed Activity to change its status to Started again.

    • Suspend - for a Started or Ready to Start Activity.

      Displays a window where you need to enter a reason and a duration for the suspension.

      Changes its status to Suspended.

    • Resume - for a Suspended Activity.

      Changes its status back to what it was before the suspension.

    • Acquire - assigns the Activity to yourself from a Group you are a member of
    • Relinquish - assigns the Activity back from yourself to the Group it was first assigned to
    • Reassign - assigns the Activity to a different Location
    • Show Documents - displays the list of documents attached to the Activity
  • Insert Activities - from another Workflow.

    Displays the Insert Activities From Another Workflow or Template window to search for Activities:

    Select and use KwikSelect to find template or Workflow.

    • Insert from Template
    • Insert from Workflow
    • Select Activity - active when you have selected a Workflow or template.

      Displays Select Activity window for you to select the Activity to insert.

      • To insert all Activities, do not click Select Activity

      NOTE: When you insert an Activity that has electronic reference or working documents attached to it, Content Manager will insert only a placeholder of the document.

  • Make Same - hold CTRL and select two or more Activities, then use this option to make both or all Activities selected the same size as the first one you selected

  • Align - hold CTRL and select two or more Activities, then use this option to select how the Activities align on the page

  • Align - select how the Workflow will be aligned on the page.
  • Reschedule - displays Reschedule Workflow window with the options to change the Workflow's:
    • Starting Date and time
    • Due Date and time
    • You can also have the Workflow complete:
      • Earlier than Usual by a certain amount of time
      • Later than Usual by a certain amount

      Select and use the buttons on the right, the calendar or KwikSelect to change the time.

  • Import - imports Content Manager Workflow files (*.twf)
  • Export - exports current Workflow as Content Manager Workflow file (*.twf)
  • Undo - cancels the last action
  • Auto Reposition Lines - rearranges lines in current Workflow
  • Hide Rollback Line - select this option to hide the rollback lines on the Workflow Template.

View ribbon

  • Best - shows the shortest route through the Workflow by cost (---) and duration (_ _ _)
  • Worst - shows the longest route through the Workflow by cost (---) and duration (_ _ _)
  • Normal - default
  • Colours - select from changing the colours for:
    • Workflow Window Background
    • Activity Window Background
    • Assigned To Background
    • Due Date Background
    • Normal Activity Title Bar
    • Overdue Activity Title Bar
    • Completed Activity Title Bar
    • Skipped Activity Title Bar
    • Condition Line
    • Rollback Line
    • Restore Default Colours - to restore all default colours
  • Refresh Search - updates the display
  • Jump - navigates to next higher level of Activities
  • Subordinate Activities - moves to next lower level of Activities
  • Outline - minimises each Activity dialogue box within the Workflow window to make it easier to work with complex Workflows