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Introduction to Workflows

The workflow features of infoRouter allow authors or authorized users to submit documents to pre-defined approval and review processes.

Advanced Workflow Capabilities

infoRouter workflows support complex processes with multiple tasks (parallel and serial), document editing during review, and comprehensive notification systems.

How Workflows Work

graph LR
    A[Submit Document] --> B[Step 1 Tasks]
    B --> C[Step 2 Tasks]
    C --> D[Step 3 Tasks]
    D --> E[Workflow Complete]

Workflow Process

  1. Document Submission — Author submits document to a pre-defined workflow
  2. Step Execution — Each step contains one or more tasks
  3. Task Notifications — Assigned users receive notifications at each step
  4. Task Completion — Users complete required actions for each task
  5. Workflow Advancement — Document moves to next step when all tasks complete
  6. Workflow Completion — Document reaches final approved state

Key Features

Feature Description
Multiple Steps Create workflows with as many steps as needed
Parallel Tasks Multiple tasks can run simultaneously within a step
Serial Tasks Tasks can be configured to run in sequence
Document Editing Documents can be edited while in workflow
Notifications Automatic notifications to task assignees
Reject/Return Reviewers can reject and return documents to submitter

Task Types

Approval Tasks

The traditional approve/reject workflow:

Action Result
Approve Document advances to next step or completes
Reject Workflow stops, document returns to submitter

Custom Tasks

Tasks can be configured to perform various actions based on your organization's requirements.

Documentation

Workflow Administrator's Guide (PDF)

This comprehensive guide covers:

  • Creating workflow definitions
  • Configuring steps and tasks
  • Assigning reviewers
  • Managing active workflows

See Also