Workflows for document records

Workflows are customizable business logic that is required by the system to run tasks. When you work with the Document Manager and its business objects, workflows run to complete document-related tasks. Workflows can be assessed only by an administrator.

When a workflow runs, it generates a workflow instance record in the Workflow Instance tab of the publication, folder, or document record. By clicking the text of the line item, you can open a view of the workflow in the Workflow Builder. This view can be a useful tool for understanding why a workflow might fail.

Workflows can be synchronous or asynchronous. Synchronous workflows can run at the same time. Asynchronous workflows cannot run at the same time.