How to ... create and edit a workflow?

Modified on Mon, 25 Oct, 2021 at 1:17 PM

You can find the workflow WYSIWYG editor in the SETTINGS area, under your avatar and user name, top right hand of the screen.

This area may not be accessible for all users, only for administrator users. In case you are an ADMIN user, you can customise or create a new workflow. Here is a video of the process, or you can also follow the instructions below.

1. Click on the Workflows area, from the list.

2. Select "Add a new workflow". Give it a name, indicative of what process this is for, and click on the SAVE button.

3. The workflow name will appear on the list.4. Double click anywhere on the canvas screen, and type a name for your workflow stage, and select a color. Repeat for different stages.

5. Click on the stage that will be your initial stage. This initial stage will be represented by a yellow dot, and it is the stage all new projects will be directed to.

6. Create the transitions between stages by drawing arrows to get the workflow finished. You just need to click on the dashed line and drag from the first to the next circle.

a) You can create a One-direction-line between two stages : State 1 ---> State 2

Artworks in "State 1" can be sent to "State 2" .

b) You can create a Double-direction-line by creating two One-direction-lines in opposite directions: State 1 --> State 2 , and then State 2 ---> State 1

Artworks in "State 1" can be sent to "State 2" and artworks in "State 2" can be sent to "State 1" again.

Your workflow can be edited after creation, names changed, transitions adjusted... and removed. Be careful with removing stages, as that will affect your ongoing projects!!