Content Manager 25.1 Content Manager

# Classification Workflow/Actions page

The Classification Workflow/Action page enables you to set up the Workflow and Actions defaults for the Cagetory.

NOTE: The Workflow/Action settings applied to a Classification will override the Record Type Workflow/Action settings.

- If there is a default Workflow/Action assigned to both the Classification and the Record Type, the Classification's Workflow/Action will be applied to the record.
- If the Days Until Day settings are greater than 0 on the Classification, then this will be used for setting the initial due date rather than the Record Type's setting.
- The Set the due date to the due date of the current action setting from the Classification will apply.

- Initiate Workflow based on a template - optional.

  Specify a default Workflow template that is to be applied to new records that are titled with this Classification.

- Initiate Action - optional.

  Specify a default Action or Procedure that is to be applied to new records that are titled with this Classification.

- Days Until Due - optional. Use when you are creating documents that require an Action to be performed within a certain time period from the date of registration.

  These options are not applicable to Workflow.

  - Set to a number of days after Record creation - set the number of business days that are to be calculated until the due date.

    A value in this field enables the Due Date field to be used independently of Action tracking and Workflow.

  - Set the Due date to the Due Date of the Current Action - sets the due date to be based on the current Action of the record.

    Makes the Due Date field unavailable.

  - Set to Nothing - sets the Classification to not attach any Actions or Workflows to new records.

    This means that the due date will be blank and users can enter a date.

Copyright 2008-2025 Open Text
Version 25.1 | Last updated January 2025
Contact

Send documentation feedback

Close

Send documentation feedback

To send feedback using your default email client, open an email window.

Otherwise, send your feedback and the information below to hprmdocumentation@microfocus.com.

We appreciate your feedback!

Product: Content Manager 25.1

Topic Title: Classification Workflow/Actions page