Document Type Workflow

Document type workflow is based on a commonly-accepted practice for document change control. But it is still configurable to meet your organization's unique requirements. Document type workflow is a combination of states and transitions between the states.

Workflow states represent steps in the change control process where different actions can be performed on documents by different users. The name of a workflow state also becomes its current Status value. Workflow transitions represent specific actions that users can take in the change control process to change a document's state, and thereby its Status, from one to another.

An entire workflow, from its start state to an end state, results in one new revision of a document. You configure the workflow using a graphical diagram to represent your workflow process for each document type. One configuration of the workflow is allowed for each document type. The workflow must be followed by users to create new revisions of documents made from that type.

For more information about the capabilities of document type workflow, see Configure Document Type Workflow.

For information about the differences between document type workflow and workflow definitions, see Workflow Definitions.

2021 R2