Create and manage an active folder with workflow

Create a workflow folder

  1. Select the New ... > Folder > Active folder with workflow  button
  2. Give the folder a unique name 
  3. Click Workflow tab to define the workflow steps  
  4. Note: You can also press Save at once. You will then get a workflow with three standard steps 
  5. Enter additional steps and/or delete/modify existing steps 
  6. Click Save to create the workflow folder

 

To change settings on a step

  1. Click on the step you want to change in the tree structure
  2. Click Settings
  3. Change the settings and click Save

Settings on a step
You can set the following settings on a step:

  • Step Name
  • Which steps entries can be moved to
  • Who is to be notified when entries are moved to this step

 

To move entries from one step to another

  • Select the entries you want to move
  • Click Move to...
  • Select the step you want to move the entries to
    NB! Only the steps you are allowed to move to will appear in the drop down list
  • Click OK to move the entries
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