Link a dossier item type to the project workflow

You link the dossier item type to the workflow via a feature group. If you work with features, you can have the workflow started based on features that the user selects when submitting the dossier item.

We recommend that you select features, but it is not mandatory. Using features, you can avoid a proliferation of dossier item types if you have a lot of workflows. You can only select a feature that you have added previously. Also, the Use features check box on the Settings tab must be selected for the dossier item type.

To link a dossier item type to the project workflow:

Go to: CRM / Dossier / Configuration / Dossier item type.
Open the properties of the dossier item type..
Go to the tab: Feature combinations.
Click on: New.
Enter the description.
Select the workflow in Workflow.
This workflow starts when you submit the selected dossier item type.
Select the features on the basis of which the dossier item types enter the workflow.
Click on: Next.
Select the For recording in OutSite check box if an external user should be able to use the dossier item type.
Click on: Finish.