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Linking Items to a Workflow

Content Collection items or files from a local hard drive can be linked to a workflow instance. Content Collection items or local files may be linked at the model, milestone and action level of a workflow. When linked at the model level they cascade to all actions in model; when linked at milestone level they cascade to all actions in milestone. They appear in the model at the place linked, but in a workflow instance they all appear at the action level.

Items can be added to a workflow in progress, but the following restrictions must be followed:

  • The workflow must be stopped.
  • The item can only be added to milestones or actions that have not started yet.

Items added to workflows already in progress are only applicable to that particular instance.

How to Link Content Collection Items to a Workflow

From the Add Workflow Model, Add Milestone, or Add Action pages, follow these steps:

  1. Click Browse.
  2. Use the My Content, Course Content, Organization Content, and Institution Content links to navigate to the appropriate folder.
  3. Select the item from the list.
  4. Click Submit when finished.
  5. Add permissions for the item.

How to Link Local Items to a Workflow

From the Add Workflow Model, Add Milestone, or Add Action pages, follow these steps:

  1. Click Browse.
  2. Click the Add Item button. The Add Item page appears.
  3. Click Browse.
  4. Use the File Upload dialog box to locate the local file and click Open.
  5. Select the options for this file by clicking the appropriate check boxes.
  6. Click Submit when finished.
  7. Add permissions for the item.