XTM Cloud v 13.0

Creating workflow definitions

To access the existing Workflow definitions go to Configuration > Settings > Workflow > Workflow definitions.

To create a new workflow definition:
  1. Go to Configuration > Settings > Workflow.

  2. In the Workflow definitions tab click the Add button.

  3. In the Create workflow definition popup:

    1. Set the mandatory Name parameter for your new workflow definition.

      Note

      By default, XTM will automatically generate a name for the workflow based on the steps you choose.

    2. Optionally, in the Description parameter, provide workflow description.

    3. Define the first workflow step options:

      • Percentage of whole workflow duration - how much of the entire project workflow time in percent should be automatically calculated for each of the steps

      • Approve TM

      • Calculate costs based on manual time

      • Chargeable

      • LQA

      • Notify project watchers when finished

      • Calculate edit distance

      • Set XTM status to green/done

      • Auto-finish step on its due date

      • All segments must be completed to finish the task

  4. From the dropdown, select the step type.

    Note

    You can define your own workflow steps. Check Workflow steps and Workflow steps parameters for more information.

  5. From the dropdown, select the transition type and set it for steps in between (Blocking mechanism between workflow steps).

  6. Click Save.