This Help topic refers to the following editions:
þ Enterprise þ Professional þ Small Business
**For instructional videos demonstrating how to create, use, and manage workflows, please see the videos section of our website: http://www.docuxplorer.com/Document-Archiving-Videos
A workflow definition is the representation of a business process. For easy understanding, we can compare the workflow definition to a flowchart which specifies how the business process works.
In a workflow definition you specify which actions are to be performed (update index set fields, send e-mail, run a script and, and most important, create a task), and in which order. If you are creating a workflow definition for order processing, for example, then you might want to check if the order amount is higher than $10,000. If not, then create an approval task for the local manager. If yes, create an approval task for the director. In any case of approval, send an e-mail for the finance department.
You can use the workflow designer to visually build the flowchart for the workflow definition. All the workflow definitions are saved in your library with the rest of your data. Each workflow definition receives a name that uniquely identifies it (for example, "order processing", "software deployment", "help desk support", etc.).
To Start the DX Workflow designer select Tools | Manage Workflows