View and Manage Workflows

Project Workspace Navigation Tree > Workflows

The Workflows summary enables you to build, modify and manage Workflows within the Project. When you click Workflows in the Project Workspace Navigation Tree, all existing Project Workflows are listed both in the Navigation Tree and on the Workflows Summary tab. The Summary shows you the name, description and lock status of each Workflow, as well the date on which the Workflow was last modified and/or run and the User who modified or ran it. A locked Workflow (lock icon in the Locked column) cannot be edited or deleted.

On the Workflows Summary tab you can take the following actions:

• To edit an existing Workflow, click its name on the Summary tab or in the Navigation Tree. (You can also edit a Workflow from the options menu, described below.)

• To build a new Workflow, click the New Workflow button on the Summary tab (or right-click Workflows in the Navigation Tree and select New Workflow).

  Note: If there are no unsaved changes in the existing or new Workflow you are editing, you can click Workflows in the Navigation Tree to return to the Workflows Summary tab.

You can also open the options menu by right-clicking a Workflow's name in the Navigation tree or its row on the Summary, or by clicking the icon at the right-hand end of its row, and selecting one of the following actions:

• Copy the Workflow as the basis for a new one and modify it as needed.

• Only individual documents can be sent to the Discard Pile, not families.

• Lock the Workflow so it cannot be edited or deleted, or unlock it if it is locked.

• Edit the Workflow

• Delete the Workflow