Tutorial: How to Make a Check In Workflow – SmartCabinet Support

In this tutorial we’ll be making a very short workflow that covers the creation of a press release. The workflow has only three steps: (1) a writer submits a draft to an editor; (2) an editor makes necessary changes; and finally, (3) a manager reviews the document before it is sent out.

Go to the Manage Workflows: Check In Workflows page by clicking: Administration > Manage Workflows > Check In Workflows.

Choose Add Check In Workflow from the page Actions Menu.

Give your workflow a name and a description.

Choose Save from the Actions menu. A workflow is a series of steps. At each step, someone does something to the document to bring it closer to completion.

Enter a Name and a Description, and choose Review/New Revision from drop down menu. This is the first step in our workflow. Each step needs a Name, Description, and Type.

Choose Save from the Actions menu. Notice the text at the bottom telling us we don’t have anyone assigned to perform this step in the workflow.

Choose Update Step Users from the Actions menu.

Choose Ben Johnson by clicking his Select check box. Ben is the writer on this project so he goes first.

Choose Save from the Actions Menu. Notice that Ben Johnson is now listed as the person responsible for this step.

Manage Steps from the Actions Menu. You can see that the first step in our workflow has been created. Now we’ll get started on the second.

Choose Add Workflow Step from the Actions Menu

Give this step a Name, Description, and Type.

Choose Save from the Actions menu.

Choose Update Step Users from the Actions menu.

Choose Scott Baker by clicking on his Select check box.

Choose Save from the Actions Menu.

Choose Manage Steps Actions menu.

Choose Add Workflow Step from the Actions menu

Give this step a Name, Description, and Type.

Choose Save from the Actions menu.

Choose Update Step Users from the Actions menu.

Choose Kim Kelly by clicking her Select check box.

Choose Save from the Actions menu.

Choose Check In Workflows from the Actions Menu.

Click Enable from the Item Actions menu associated the Avenue Tower Press release. A workflow isn’t active until it’s enabled.

Go to the Manage Workflows: Check In Workflows page by clicking: Administration > Manage Workflows > Check In Workflows.

Choose Add Check In Workflow from the page Actions Menu.

Give your workflow a name and a description.

Choose Save from the Actions menu. A workflow is a series of steps. At each step, someone does something to the document to bring it closer to completion.

Enter a Name and a Description, and choose Review/New Revision from drop down menu. This is the first step in our workflow. Each step needs a Name, Description, and Type.

Choose Save from the Actions menu. Notice the text at the bottom telling us we don’t have anyone assigned to perform this step in the workflow.

Choose Update Step Users from the Actions menu.

Choose Ben Johnson by clicking his Select check box. Ben is the writer on this project so he goes first.

Choose Save from the Actions Menu. Notice that Ben Johnson is now listed as the person responsible for this step.

Manage Steps from the Actions Menu. You can see that the first step in our workflow has been created. Now we’ll get started on the second.

Choose Add Workflow Step from the Actions Menu

Give this step a Name, Description, and Type.

Choose Save from the Actions menu.

Choose Update Step Users from the Actions menu.

Choose Scott Baker by clicking on his Select check box.

Choose Save from the Actions Menu.

Choose Manage Steps Actions menu.

Choose Add Workflow Step from the Actions menu

Give this step a Name, Description, and Type.

Choose Save from the Actions menu.

Choose Update Step Users from the Actions menu.

Choose Kim Kelly by clicking her Select check box.

Choose Save from the Actions menu.

Choose Check In Workflows from the Actions Menu.

Click Enable from the Item Actions menu associated the Avenue Tower Press release. A workflow isn’t active until it’s enabled.

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