Adding or editing workflows

You can add or edit workflows from the Workflow / User Group tab on the Admin page. Workflows allow you to determine which steps need to be completed for each resource. Once a workflow for a specific combination has been established, any submitted resource will automatically be assigned the steps that you have created. Each step of a workflow is assigned a user group that has responsibility to complete that step's process. If you still need to create user groups to assign to your workflow steps, see.

To add or edit a workflow

  1. From Admin page, select the Workflow / User Group tab.

  2. Do one of the following:

    • Click Add Workflow.
    • Click Edit () for an existing workflow.

    For the following steps, select new values or edit existing values, as necessary:

  3. Select a value from the Acquisition Type, Format, and Type drop-down lists. Selecting no value for a drop-down list acts as a wildcard for a resource that has any acquisition type, resource format, or resource type.

    Note: For more information about the fields that you encounter while performing this task, see Fields: Add/Edit Workflow.

  4. Create as many workflow steps as necessary by:

    1. Selecting a name for the step.
    2. Assigning an approval and notification group to the step.
    3. Selecting a parent step, if necessary.
    4. Clicking Add.
  5. Adjust the order of your steps by clicking Move Up () and Move Down (), as necessary.
  6. Click Submit.