Use the Linker feature to create a relationship between a document class or individual document in a Content Services library and one or more workflow definitions designed to process that type of document. A link enables either manual or automatic launch of a workflow from the individual document or a document belonging to the linked class. For automatic launch, in the link definition you specify the launch trigger (for example, when a document is added or checked), and other options that specify conditions for automatic launch.
In the example below, the ExpenseReports document class is linked to a workflow definition that processes expense reports. Once the link is created, a user can launch the Expenses workflow from any document in the ExpenseReport document class.
In the following example, users can launch the ReviewPolicies workflow from any document in the HR_Policies document class. In addition, users can launch the ReviewSalaryPolicy workflow from the Salary document.
Link a workflow definition to one or more document classes or documents.
In the following example, users can launch the TravelApproval workflow from any document in the TravelRequests document class, and from the Travel document in the Policies document class.
What do you want to do?
Create a link from a document class to a workflow definition
Create a link from an individual document to a workflow definition
Create a link from a workflow definition to a document class or individual document