A workflow is a series of steps configured in Vault to align with specific business processes. These steps are actions that occur on or in relation to a document, a set of documents, an object record, or a set of object records on the same object. The different step types within a workflow can perform a wide variety of processes for Vault content, such as assigning tasks to users, sending notifications, and changing a record’s lifecycle state. Workflow tasks can serve several purposes. For example, they allow users to choose verdicts (approve, reject, etc.), choose reasons for the verdicts, and update field values.
Using Workflows
You can start workflows by selecting the workflow start action from the Actions menu of a document or object record. To start workflows on multiple documents or object records, select the workflow start action from the Actions menu on a bulk view such as Favorites or Cart for documents or any object record list page for object records. The label of the workflow start action varies depending on the workflow configuration, as determined by an Admin.
For more details about using workflows on Vault documents, see the following articles:
- About Document Workflows
- Using Document Workflows
- Accepting & Completing Document Workflow Tasks
- Canceling Document Workflows
- About Document Workflow History
For more details about using workflows on Vault object records, see About Object Workflows and Using Object Workflows.
Configuring Workflows
Admins can extensively configure workflows. On the Workflows page, Admins can use the search bar, or filter their view by document or object workflow. For more details about configuring workflows, see the following articles: