Document flow types lets you customize special mini-workflows on documents, called "document flows". For details, see User guide (Yderligere moduler (Bruger) - Dokument flow).
By default, there are 2 predefined document flow types available to use:
In addition, you can create your own custom document flow types.
To create a new document flow type:
| Property | Description |
|---|---|
| Name | Defines the name for the document flow |
| Predefined actors | Allows you to add predefined actors that will filled out on Document flow start form. |
| Responses | Defines the responses that will be available for selection when responding to the document flow task. The responses can be interpreted by the system as: |
• Positive - the value is considered as positive. • Positive + stop flow - the value is considered as positive. All not completed tasks should be withdrawn and the flow completed. • Negative - the value is considered as negative. • Negative + stop flow - the value is considered as negative. All not completed tasks should be withdrawn and the flow completed. | | Advanced settings | | | Use on these document categories | The document flow will be limited to documents with given document categories. | | Use on these document statuses | The document flow will be limited to document with given document statuses | | When the flow starts, update the document version to the next published version | Updates the document version to the next published version, when the document flow starts. | | When the flow completes, update the document to the next published version | Updates the document version to the next published version, when the document flow completes. | | When the flow starts, set the document status to | Applies the given document status to the document, when the flow starts. | | When the flow completes, set the document status to | Applies the given document status to the document, when the flow completes. | | When the flow starts, start the workflow | Starts the main workflow, when the flow starts. | | When the flow completes, start the workflow | Starts the main workflow, when the flow completes. | | When the flow starts, lock the document | Locks the documents, when the flow starts. | | When the flow completes with no negative responses, mark the document version as approved | Marks the document version as approved, when the flow completes with no negative responses. | | Task processing | Defines the type of flow processing:
• Parallel - all participants receive their tasks simultaneously. • Sequential - tasks are assigned to participants one at a time. | | Sign method | Allows you to secure the actors responses to the task.
• None - no sign method is applied. • AD Password - when an actor completes a document flow task, and saves/closes the task, the system must prompt the actor for a password, and validate the password against Active Directory. | | Send e-mail when the flow is complete | Defines if the e-mail will be sent to the flow initiator when the flow is complete. | | Send e-mail to the user the task is assigned to | Defines if the e-mail will be sent to the user the task is assigned to. | | Send e-mail when the assigned task is completed | Defines if the e-mail will be sent to the flow initiator when the assigned task is completed. |