Chapter 7 Working with Domino.Doc from a Browser - Lotus ...

About initiating workflow processes from Domino.Doc
• Event-based, or structured, workflow processes can be automatically
initiated from Domino.Doc based on events. A workflow process is
associated with a particular Domino.Doc event on the Document Type
definition form. When the event occurs (for example, a document is
checked in, or a document approval cycle is completed), the associated
workflow process will initiate automatically.
For example, if an Administrator created a document type “Expense
Report” to initiate “Expense Report Handling” based on “First document
check in,” then when you check an expense report spreadsheet into
Domino.Doc, the document would automatically be routed through the
appropriate Domino Workflow review and approval path.
You can view the workflow activity, by opening the document and
accessing the workflow tab.
• Interactive workflow processes can be initiated manually from
Domino.Doc. These processes can be selected from a list of available
processes defined on the Document Type form. For example, a
document type of Client Correspondence could have associated
processes of Purchase Order and Material Order.
For more information, see Initiating interactive workflow processes
from Domino.Doc.
Initiating interactive workflow processes from Domino.Doc
New workflows can be initiated interactively based on document type
options.
To initiate an interactive workflow process, perform the following steps.
222 Domino.Doc User Guide
1. Open the file cabinet and binder that contains the document, then open
the document.
2. Click on the Workflow tab.
3. Click on the statement: “Click here to choose from a list of available
processes.”
The New Job dialog box displays.
4. Select the process you want to initiate.
5. Accept or change the Job name.
6. Specify the process priority:
• 1. High
• 2. Medium
• 3. Low