Setting up the Workflow
To set up a workflow in crossTerm Now, the following steps are required:
Model workflow and prepare in XML
Visualization program + XML editor
Determine users for the individual workflow steps
Determine instances and workflow rules
Determine entry and term templates if necessary
Determine permissions for triggering workflows
Modeling the Workflow and Mapping it
Model your own workflow.
- Take the following points into consideration:
- Which workflow steps and transitions should be included?
- Who is responsible for which step?
- Who can trigger the workflow, and under what conditions?
If you need help for the XML implementation, please contact your account manager at Across Systems GmbH.
Import the prepared workflow XML file.
In crossTerm Now, the workflow is named according to the file name. crossTerm Now supports XML files with the WORKFLOW extension.
Please note that you cannot delete uploaded workflows. However, you can update them by uploading a file with the same file name, which will replace the existing workflow. For updates, you can use XML files with the WORKFLOW or XML extension.
Determining Users for the Individual Workflow Steps
For the tasks to be processed successively, assign a user to each workflow step.
By default, the names of the workflow steps correspond to the respective attributes of the state name element in the workflow XML file. If necessary, you can localize these names; see Localization.
Additionally, you can permit the manual assignment of a workflow step.
This option is tied to an Across right.
Thus, users who have this right can change the assignment during an ongoing workflow. For example, a responsible terminologist can hand over the task to an expert or assign it to a user who stands in for an absent user.
If you change settings in this area of crossTerm Now and want to apply these to workflows that have already been triggered, click Reassign. Otherwise, the changes will only apply to workflows that will be triggered in the future.
Determining Entry and Term Templates
If the various workflow parties are to have different processing options, create new templates or use existing ones and assign the respective user or group rights.
For example, you may want to use simplified templates for users (groups) that are permitted to make term suggestions and more extensive templates for terminologists who are authorized to release terms as well as create and manage terms via crossTerm Now.