Content Manager 24.2 Content Manager

Working with Workflows

The right-click commands specific to Workflows, available from Workflow windows and dialogue boxes:

New Workflow - creates a new Workflow.
See Initiating Workflows.
Copy Workflow - copies a selected Workflow for modification purposes, for example, if you want to have to similar but not identical Workflows
Open With Workflow Editor - to open and modify the selected Workflow
Reschedule - displays Reschedule Workflow window with the options to change the Workflow's:
- Start 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.
Lock / Unlock - locks and unlocks the Workflow.
Available to users of user type Administrator or Records Manager, with Workflow Administration permission.
See About Workflow and Action tracking permissions.
You cannot change a Workflow that is locked.
Delete - deletes the selected Workflow
Show Records - shows records attached to the selected or tagged Workflows
Show Activities - shows the Activities for the selected or tagged Workflows
Properties - to view and modify the Workflow setup details