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Creating a Parallel Transition

  1. In the Administration tool, expand Workflows and double-click a workflow to open it in the Workflow editor.
  2. Click a transition to open its Transition Properties dialog box.
  3. For Type, select Parallel.

    A Roles tab is added to the dialog box.

  4. On the Roles tab, click Add Role.

    If roles have already been defined in the workflow, you can expand the Add Role button to choose from a list of existing roles.

  5. In the Add Role dialog box:
    1. Type a Name for the role.
    2. In the Required Users field, specify how many users in the role must run the parallel transition before the file changes state.
    3. Click Add Member.
  6. In the Add Member dialog box:
    1. Select the users or groups to add to the role.

      You can type a substring in the Filter field to display only users or groups whose names contain the substring.

    2. Click OK.
  7. Click OK again to close the Add Role dialog box.
  8. On the Permissions tab:
    1. In the Name column, select the users and groups you added to the roles you created in steps 5 through 7.
    2. In the left column, select Permit.
  9. Optionally, add a notification to the transition.

    The notification can be used to inform users who need to approve the parallel transition.

    1. On the Notification tab, click Add Folder Notification.
    2. Select the folder the notification applies to and click OK.
    3. In the Folder Notification dialog box, on the Recipients tab, click Add Recipients.
    4. In the Add recipients dialog box, select the users and groups to receive the notification and click OK.
    5. Optionally, if you want to let users who run the parallel transition choose notification recipients, enable the Dynamic check box for the recipients.
  10. Click OK to complete the transition and close the Transition Properties dialog box.
  11. Click Save to save the change to the workflow.


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