On-the-fly workflow definition

This feature allows you to create a single workflow that has the same lifespan of the selected document.

On-the-fly workflows address a one-time need when a document requires a specific validation flow.

Create a workflow on the fly

View document

Click Document Actions

Hover the cursor to Workflow

Click Create Workflow on the Fly

A window will appear to assist you in creating the workflow

Step 1 : Add the workflow name

Enter the name of the workflow

If you want more settings , click on advanced settings:

Option 1

The default supervisor is the one who created the workflow, however you can add more supervisors with the additional supervisors option

Option 2

You have the option to make the document visible during the lifetime of the workflow

Click To proceed to step 2

Step 2 : Add Tasks

Creating a Task

By default, task 1 is displayed, and you can also edit the task settings by clicking the

When you want to add tasks, you must choose at least one actor to run that task and set a duration

Note: if you assign the task to more than one actor, you must choose a validation strategy. You have several options :

Only one user needs to process the task
The actor of the previous task chooses the actor of the task to be processed
All users must process the task

By clicking on the Advanced Settingsyou can choose the type of task (validation, consultation, delegation or external processing) and add a comment.

Click the Back button if you want to go back to the previous step

To add a new task, simply click on the Add Step button:

The following interface allows you to add other tasks if you wish , e.g. “Validation ” :

The Continue button: allows you to proceed to the next step.

Step 3 : Notification at the end of the execution

At the end of a workflow run, you can notify supervisors and other users and groups about the status of the outgoing document.

Click Continue to proceed to step 4

Step 4 : Start the Workflow

Once the steps are complete, click start to start the WF

A message will appear informing you that the operation was completed successfully