Creating and editing workflow steps
Tip
To determine if a new workflow step needs to be added or an existing one modified, please consult the Workflow Step nomenclature guide.
From the top menu, click on the Configuration tab.
Click on the Settings tab.
From the left-hand side menu that now appears, click on the workflow tab.
From the screen that has just appeared, click on the Workflow Steps tab to the top and slightly to the right.
To add a new Workflow Step click on the Add button just below and to the right.
To modify an existing workflow step, double click on any step name in the workflow step list.
Tip
Use this field reference guide to complete steps 5 or 6.
Workflow step field reference
Fields common to all step types.:
Type
Name:
This field supports only Latin letters, numbers and the following characters: - _ , . ^ ! @ # $ % &;( ).
Description:
A detailed description of the step.
Active:
Activate or deactivate the step from here.
Unique Fields specifically for the TM Approve step type.:
Approve the TM of selected segments:
Selecting this check box approves the Criteria based on one of the selected criteria being met below:
Changes Target Text
Status is 'done'
Status is to be 'checked'
Match Type:
ICE
Leveraged
Non-Translateable
Set XTM status to green/done for all segments: true/false.
If Action fails then (one of two possible selections):
Move to the next step
Stay in the same step