Content Manager 24.4 Content Manager

# Workflow template General tab

- Name - this is the name you give the Workflow template
- Treat the Initiating Record As - sets what Content Manager should do with the record used to initiate the Workflow with this template:
  - Ignore - the record will be ignored
  - Working Document - the primary input document for the Workflow that would be passed around for viewing and editing - it will be attached to the first Activity.

    See Workflow template Documents tab.

    NOTE:

    There are two types of Working Document:

    - Mandatory Working Document - This is the document which belongs to an any activity and must be created during the activity's completing process.
    - Optional Working Document - This is the document which belongs to any activity and may or may not be created during the activity's completing process.

    NOTE: A Working Document can be referenced, viewed and updated by the successor activities of its creator activity.

  - Reference Document - a document used for information purposes only - it will be visible in the Workflow Properties Documents tab and available for use within the Workflow Activities.

    See Workflow template Documents tab.

  - Replace Default Container - sets the initiating record to replace the default container of the Workflow
- Priority - each Workflow and Activity has a priority property which has five different levels:
  - Very Low
  - Low
  - Medium
  - High
  - Very High

    NOTE:

    Users can change the priority of both Workflow and Activity.

    By default, an Activity will inherit the priority from its Workflow unless users have made changes.

- Default Container - the default container that all new documents or records attached to the Workflow will be contained in

  NOTE: A record can only be set as the default container of a new Workflow when you are initialising this Workflow from a Workflow template which has no default container.

- Default Record Type - the default Record Type that all new documents or records attached to the Workflow will use.

  NOTE: If a Workflow template uses a default record type to which a user does not have Can Use Access Control, the user will not be able to create a new document against the Workflow, and the right-click New option in the Documents tab will be unavailable.

- Supervisor - the Supervisor of the Workflow project
- Estimated Duration - the total estimated time for the Workflow to be completed

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Version 24.4 | Last updated October 2024
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Product: Content Manager 24.4

Topic Title: Workflow template General tab