Workflow Management
Workflow Management is where administrators design the processes that documents follow in DocLock — review and approval, contract lifecycles, policy publication, archival, and more. A workflow is a reusable, named sequence of steps, each with an owner and a target time, that describes how work should flow from start to finish.
How to open this section
From the left navigation menu, open Configuration → Workflow Designer
(route /configuration/workflow-designer).
- Access required: the Manage Workflows permission (
CONFIGURATION.WORKFLOWS). If you don't have it, the Workflow menu items are hidden. Contact your administrator.
What's in this section
| Page | What it covers |
|---|---|
| Workflow Definitions | Browse, search, create, edit, and delete workflow definitions. The home of this section. |
| Workflow Designer | The visual editor — add steps, choose step types, and arrange the flow. |
| Assignments & Routing | Assign each step to a role, set SLAs, and branch the flow with binary (Yes/No) decisions. |
| Workflow Status & Activity | Where workflow status appears, and how document progress and activity are shown. |
| Workflow Definition v2 | A separate, experimental copy of the editor for iterating on a newer design. |
How the pieces fit together
- Define a workflow on the Workflow Definitions list — give it a title, category, and status.
- Design it in the Workflow Designer — add steps using the six step types (Task, Approval, Decision, RPA, Email, Notification) between the fixed Start and End caps.
- Assign and route each step — pick the responsible role, set an SLA, and use Decision steps to branch the flow. See Assignments & Routing.
- Activate the workflow when it's ready, then follow progress through document status and the workspace activity feed.
Good to know
- Decisions branch into two paths only — one Yes and one No. There is no parallel or split-approval step type. Chain multiple Decision steps to model more complex logic.
- The v2 editor is experimental and shares the same workflows as the standard designer; use the standard designer for production processes.