You can create an internal draft work process from the Actions menu of a working document.
The internal draft work process is self-contained, there are no optional branches or recipients to configure. Its recipients are managed through the modify form.
The following information describes the Internal Draft Workflow template. It explains what can and cannot be changed.
Remodel the work process
Work process remodeling, including creating new steps, requires changes to the underlying workflow template. For more information, see the rules for work process remodeling in Configure workflows and the detailed procedures in How to Configure the Workflow Model.
Details of internal process steps
The steps that make up the workflow are described in the following table.
If you choose to edit the workflow, do not remove any steps marked as mandatory.
For information on how to upgrade a workflow template, and the changes that have
been made in various updates, see Upgrading workflow templates.
|
Step name |
Description |
Mandatory? |
Comments |
|---|---|---|---|
|
Set SDAIsDocumentInDraft property to True |
Sets the SDAIsDocumentInDraft property to True. If this step is removed, the property will not be modified. The next step is Add content, markup and comments. |
No |
|
|
Add content, markup and comments |
Allows the creator of the internal draft to attach files to the document to be modified in the workflow. The next step is Validate Editor is set. |
Yes |
This step is needed to attach the files to the document for modification. |
|
Validate Editor is set |
Validates that at least one editor has been selected. The next step is Validate Submitter and Editor Are Not Same. |
Yes |
As a default editor is not defined in this workflow, this step is needed to ensure the document reaches the recipient. |
|
Validate Submitter and Editor Are Not Same |
Validates that the editor is not the same as the submitter. The next step is Set step Due Date from Review Date. |
Yes |
This step is needed to ensure the document does not end up being with the submitter. |
|
Set step Due Date from Review Date |
Sets the workflow step target date to the Due Date specified in the Assign Editors dialog box. The next step is Reset SDAIsDocumentInDraft property to True. |
No |
|
|
Reset SDAIsDocumentInDraft property to False |
Resets the SDAIsDocumentInDraft property to False. If this step is removed, the property will not be modified. The next step is Propagate Editor. |
No |
|
|
Propagate Editor |
Sets the recipients to the editors specified in the Assign Editors dialog box. The next step is Modify the document. |
Yes |
This step is needed to ensure the document reaches the intended recipient. |
|
Modify the document |
Allows the editor to update the attached files by performing actions similar to the Add content, markups, and comments step. The next step is Review the document. |
Yes |
This step is needed to ensure the files attached to the document can be updated and sent back to the submitter. |
|
Review the document |
Allows the submitter to review the modifications made to the files attached to the document. If the submitter accepts the modifications, the workflow ends. If the submitter rejects the modifications, the system routes the workfow to the Set SDAIsDocumentInDraft property to True step. |
Yes |
This step is needed to ensure the changes can be reviewed by the submitter. |