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- Completion only - this means that all users in the parallel step of the workflow will only get notified once all reviewers in that parallel step, have completed their review.
- All reviews - this means that whenever a user in a parallel step completes their portion of the review, all reviewers in that parallel step will get notified.
Single Workflow - Adding Steps
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Each workflow is sequential meaning it will only move on to the next step once the current step is complete.
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9. Continue to add and configure each step until the workflow is complete then click Create.
Editing Workflows
Any workflow that is not actively being used on a Review can be edited.
You can:
1. Add new steps.
2. Edit existing steps.
3. Edit existing step configuration.
4. And edit node configuration if it is a parallel workflow.
Workflow Interface
Steps that are completed are shown with a Green tick as shown below.
History Logs for Workflow Configuration
Click on the history button to access the logs.
Copy a Workflow
On the workflow list page, you can use the Duplicate option to make a copy of an existing workflow.
This will create a brand new workflow with all the details from the original one copied over.
What is a Parallel Workflow?
Parallel Workflow - Adding Steps
A parallel workflow allows you to conduct a document review where 2 or more reviews can happen in parallel to each other. Each of these reviews are independent of each other.
How to Create a Parallel Workflow
| Info |
|---|
| You need to be a Publication Space Admin or a Workflow Admin to be able to perform the following steps |
How to add a step in parallel
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1. Click on the plus sign to add a step.
2. To add a parallel step click on the
...
plus sign next to
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the first step.
3. Continue to add as many parallel steps as you require by clicking on the + button.
If you need to 4. To remove a step at any stage please click on the X icon.
Configuring when
Configure When to
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Move to the
...
Next Step
When 2 two or more steps are added in parallel we need to decide when and how to exit that stage to move on the next step(s) in the workflow
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.
1. Click on the diamond (decision) button shown below.
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2. Select when you would like the workflow to move to the next step
...
.
All steps are finished = with this setting - all steps in parallel in a workflow stage need to be completed/finished before moving to the next stage of the workflow.
Any step is finished = with this setting - as soon as any of the of the steps in the parallel stage are finished the workflow will move to the next stage/step.
| Note |
|---|
Refer to Parallel Step Sharing above. |
Different configuration options
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Do not allow reviewers to see Design issues, Markup's and comments = stops all reviewers from seeing design review issues, markup's or comments in a parallel step.
Editing Workflows
Any workflow that is not actively being used on a Review can be edited.
You can:
1. Add new steps.
2. Edit existing steps.
3. Edit existing step configuration.
4. And edit node configuration if it is a parallel workflow.
Workflow Interface
Steps that are completed are shown with a Green tick as shown below.
Copy a Workflow
On the workflow list page, you can use the Duplicate option to make a copy of an existing workflow.
This will create a brand new workflow with all the details from the original one copied over.
History Logs for Workflow Configuration
Click on the history button to access the logs.