Content Manager 25.2 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.

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Version 25.2 | Last updated April 2025
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Product: Content Manager 25.2

Topic Title: Classification Workflow/Actions page