Criteria Workflows: Add Criteria Workflow

The Criteria Workflows: Add Criteria Workflow page allows you to define a new Criteria Workflow. It is the same as the Check In Workflows: Add Check In Workflow page except that it allows you to determine the criteria for the document to be used in the workflow.

There are two options associated with determining the criteria:

  • Metadata. This is the metadata field you’d like SmartCabinet® to be looking at. If we picked Subtype as the metadata field we wanted to match, we’d be able to list any Subtype in the Value field as a possible match.
  • Value. This is the actual value SmartCabinet® will use to find a match to begin the workflow. All documents matching this criteria will be used.

In the example below, all Job Descriptions will be routed into the current workflow.

 

Let’s say we wanted to review all the documents created by a new employee. Here’s how we could set that up:

In this scenario, every time JP Brown checks a document into the system, it will automatically be routed, according to the next workflow step, to his manager for approval. Once the document has made it through the workflow, it becomes available in the system once again.

 

Actions and Add'l Actions Menu

The Actions and Add'l Actions menu has the following options:

  • Save. Saves the current workflow parameters takes you to the Add Workflow Step to Workflow page.
  • Reset. Resets parameters to their previous values.
  • Check In Workflows. Takes you to the Manage Workflows: Check In Workflows page.
  • Criteria Workflows. Takes you to the Manage Workflows: Criteria Workflows page.

 

The Criteria Workflows: Add Criteria Workflow screen allows you to define a new Criteria Workflow. It is the same as the Check In Workflows: Add Check In Workflow screen except that it allows you to determine the criteria for the document to be used in the workflow.

 

There are two options associated with determining the criteria:

 

  • Metadata. This is the metadata field you’d like SmartCabinet to be looking at. If we picked Subtype as the metadata field we wanted to match, we’d be able to list any Subtype in the Value field as a possible match.

 

  • Value. This is the actual value SmartCabinet will use to find a match to begin the workflow. All documents matching this criteria will be used.

 

In the example below, all Job Descriptions will be routed into the current workflow.

 

 

Let’s say we wanted to review all the documents created by a new employee. Here’s how we could set that up:

 

 

In this scenario, every time Gus Buddy checks a document into the system, it will automatically be routed, according to the next workflow step, to his manager for approval. Once the document has made it through the workflow, it becomes available in the system once again.

 

 

Screen Actions Menu

 

 

The Screen Actions menu has the following options:

 

  • Save. Saves the current workflow parameters takes you to the Add Workflow Step to Workflow screen.

 

  • Reset. Resets parameters to their previous values.

 

  • Check In Workflows. Takes you to the Manage Workflows: Check In Workflows screen.

 

  • Criteria Workflows. Takes you to the Manage Workflows: Criteria Workflows screen.

 

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