Create, edit, or delete links from a document to a workflow definition.
See About linking for general information.
NOTE To
create, edit, or delete a link between a workflow definition and
a document in the Content Services (CS) library, you must be logged
on as a member of the Administrator's group on the CS library.
To create, edit, or delete a link from a document to
a workflow definition
If necessary, use the following steps to display the Document/Workflow
Links dialog:
Click the radio button to the left of the document name
to select the document.
Click Link Workflow on
the lower toolbar.
On the Document/Workflow Links dialog, the links already defined for
the document display in the table. Take one of the following actions:
- To create a new link,
click Add.
- To modify an existing link,
select the link to modify, then click Edit.
- To delete an existing link, select the link, then click Delete.
NOTE To
create a link between a workflow definition and another workflow definition
being used as a document, use the procedure in Manage
workflow links rather than the procedure in this topic.
NOTE A
link between a document and a workflow definition is specific to the workflow
definition version. If a workflow definition changes, a new version is
created. To use the new version, you must create a link from the document
to that version of the workflow definition; see Manage
updates to workflow definitions. By contrast, when you create a new
version of a document that is linked to a workflow definition, it is not
necessary to create a new link. The existing link is maintained.