Stellent Content Server, User Manual

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9-2 Stellent Content Server User Guide
Working with Workflows
Workflow Types
From a workflow participant’s point of view, there are two types of workflows:
❖
A basic workflow defines the review process for specific content items, and must be
initiated manually.
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In a criteria workflow, a file enters the workflow automatically upon check-in when
its metadata matches predefined criteria.
Workflow Steps
Each workflow can include multiple review and notification steps, and multiple reviewers
can be assigned to approve or reject the file at each step. For each step in a workflow, a set
of users and a step type must be defined. The users defined for a step can perform only the
tasks allowed for that step type:
Post-Process Workflow Options
Workflows or individual workflow steps can be set up to allow for items in review to be
released into the system for indexing, searching, and viewing, even though the workflow
to which they belong is not completed. This allows for greater flexibility in constructing
workflows. For example, items in a workflow process can to be made available to others
Step Type Description
Contribution This is the initial step of a basic workflow. Contributors
are defined when the workflow is created.
Auto-Contribution This is the initial step of a criteria workflow. There are no
predefined users involved in this step.
Review Users can only approve or reject the file. Editing is not
allowed.
Review/Edit Revision Users can edit the file if necessary and then approve or
reject it, maintaining a new revision.
Review/New Revision Users can edit the file if necessary and then approve or
reject it, creating a new revision.