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Creating workflow inboxes

When the status is changed, the object version can be sent to the next task and user through the use of an inbox.

About this task

You can associate actions to an inbox. An action is a specific status transition that you can trigger from the inbox. These actions need to be created before you set up your inbox.

Procedure

  1. Log in as administrator to the Content Manager Web Client.
  2. Select the Settings tab.
  3. Select the Inbox Definitions tab in the left pane.
  4. Create the actions you may need to link to your inboxes:
    1. Select Add under Available Inbox Actions.
    2. Choose a Name for your action.
    3. Select the To Status (destination status) for this action.
    4. Select Add.
  5. After your actions are created, do one of the following:
    • To create an inbox, select Add under Available Inboxes. Continue with the next step.
    • To view or modify an existing inbox, select the inbox to modify then select Properties under Available Inboxes. Skip the next step then continue with the step describing the modification or configuration you want to make.
  6. Enter a Name for the inbox.
    An inbox with the same name is generated in the Inbox tab.
  7. Choose a User Role to restrict access to this inbox.
  8. Choose the Status property.
    This property indicates the statuses an object or version can be in when it appears in the inbox.
  9. Choose the Condition Object property.
    This defines the type of objects that can appear in the inbox.
  10. Choose the The current user identified as property.
  11. Specify the Buttons. A button is the trigger for an action.
    1. Enter a unique name for the button.
      This is the option as the user sees it in the inbox.
    2. Link it to a particular action.
      The action defines the status the selected object moves to.
  12. Select OK to create the new inbox.