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Workflow Hierarchy

 
 
 

Hierarchy for what approval workflow will be used when indexing includes values in multiple workflows

 
1. When in data entry we first check to see if there was an On the Fly route specified, routing directly from the data entry window.
 
2. If the user has not specified an On the Fly route then the routing rules for the document type are evaluated.
a. If there are routing rules that match the document then the document is routed via the routing rules.
 
3. If there are no such routing rules then the document is routed via the workflows assigned to the document type.
 
4. If there are no such workflows then the document is not routed.
 
So, if you wanted to route a certain document type the same way every time then you would assign a workflow to that document type and nothing else.
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