How to ... create and customise a workflow?

Modified on Wed, 15 Feb, 2017 at 3:48 PM

You can find the workflow WYSIWYG editor in the SETTINGS panel. This is not accessible for all users, only for administrator users.

In case you are an ADMIN user, you can customise or create a new workflow by following this instructions:

1. Click on “SETTINGS” option.

2. Access to “Workflows” section.

3. Write a name for a new workflow (and save the new workflow by clicking in the button below) or select an existing one from the right column to customise it.

4. Create the states you need.

4.1. You can create a new state writing the name and clicking the "+" button.

4.2. You can assign a different color to every state by clicking in the colored circles around. (Recommended)

5. Relate states with arrows to get the workflow finished.

5.1. You can create a One-direction-line between two States clicking in the dashed line around the first state and drafting to the dashed line of the second state.

State 1 ---> State 2

Then you have created a gate between both states but only in one sense.

Artworks in the first state can be sent to the second state.

5.2. You can create a Double-direction-line by creating two One-direction-lines in opposite senses:

State 1 ---> State 2

+

State 2 ---> State 1

Then you have created a gate between both states in both senses.

Artworks in the first state can be sent to the second state and artworks in the second state can be sent to the first state again.

Remember to click in 'Save workflow' when you finish. Clicking this button the NEW WORKFLOW will be saved and active.

You can check it going to "STATUS" page.