Content Manager 25.2 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

Related information

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

Topic Title: Working with Workflows