Skip to main content

XTRF Home Portal Configuration menu

Workflow Definitions (Classic)

In this section, you can create and configure workflows for Classic projects.

Workflow1.png

By default, you see a list of all workflows with several filters on the left. In the columns, you can check each workflow's type and status.

Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.

  • To add a workflow, click the Add button. For details, see the Create a task workflow definition and Create a project workflow definition guides.

  • Click on a workflow to open it. Click the Edit.png icon to open it in edit mode. For details, see the Configure the task workflow definition guide.

  • To delete a workflow, click the Bin.png icon next to it.

  • Select one or several checkboxes in the left-hand column and click the Wheel_CP.png icon in the header. The action menu is displayed. In it, you can:

    • select or deselect all workflows.

    • activate or deactivate the selected workflows.

    • mark or unmark the selected workflows as preferred.

    • duplicate the selected workflows.

    • apply multiple changes to the selected workflows.

In this section:

An interactive graphic representation of the sequence of actions (tasks or jobs) that will be performed for your client. It can be specified when creating a new task or project or converting a quote to a project. You can define as many workflows as you need. We advise that you create workflows for at least the most commonly used sets of project tasks. This way, files are assigned to your projects automatically, and many actions, such as sending or receiving documents, can also be automated. Defining workflows is crucial for integrations with CAT tools.