How to set up and change workflows

First thing's first. Let's start by looking at the tools that you will be using to set up and configure your workflows.

Discover the Workflow Admin application

Go to Administration | Admin Applets and launch Workflow Admin. The Workflow Admin application comes up (as shown in the following screenshot):

There are three tabs:

• Workflows: This tab is used for administering Basic or Manual Workflows. We will be covering them later in this chapter.

• Criteria: This tab deals with Automatic or Criteria Workflows—the type we will be using most often.

• Templates: This is the place where you can pre-assemble Workflow Templates—reusable pieces that you can use to create new basic workflows.

Let's create a simple automatic workflow. I call it automatic because content enters the workflow automatically when it is modified or created.

Note

If you will be using e-mail notifications then be sure to check your Internet Configuration screen in Admin Server. See Chapter 2, Major Controls...