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Create a Workflow for Files in a Project Template

This article helps you understand how to create a workflow for files in a project template.

Pre-requisites:

  • 'Admin' permission on the project template where a workflow needs to be created.

The steps to create a new file workflow in a project template are mentioned below:

  1. Follow the steps to create a workflow in a project template (steps 1 and 2).

  2. Capture the required details in mandatory fields and click 'Create' to create a new workflow record.

    1. ​Workflow Name - Name which you want to give to the new workflow.

    2. Description - Enter a brief description of the new workflow.

    3. Workflow Context - Select 'Document' as the workflow context. The 'Document Type' is selected as 'Files' by default.

    4. Total Workflow Days - Total length of the workflow in number of days.

  3. Follow the steps to create a workflow for files in a project (steps 4 to 5).

  4. The system will prompt if the workflow needs to be published now or later. A workflow needs to be published to be able to run it.

    Click 'Yes' to publish the workflow. Otherwise, click 'Later' if you wish to publish it later.
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