Open topic with navigation

A workflow is a progression through a number of stages or steps. For a file in Librarian, a workflow is a series of states that the file progresses through.

Consider the following scenario:

A client wants you to develop a nutritional label for their company. You assign the task of designing the label to one of your employees. After the design is complete, another employee verifies that the design meets your client's specifications. Finally, the label is either rejected and returned to the designer or is approved and delivered to your client.

One possible workflow for this scenario includes the following states:

• New

• Assigned

• In Development

• Completed

• In Testing

• Rejected

• Approved

• Complete

By using a workflow that assigns states to a file, you can easily track the status of the label design.

In This Section

• Assigning States

  Learn how to assign and modify workflow states for your Librarian files.

• Replace Deleted File State Dialog

  Use this dialog to select a new state to replace the current deleted state.

• Workflow Setup Dialog

  Use the Workflow Setup dialog to create, edit, and manage the states of your workflow in Librarian.