Workflow Terminology

GroupBox

Listing of work instances (documents) for the group that a user may take ownership of. The administrator decides which fields are displayed for a document in the GroupBox.

Inbox

Listing of work instances (documents) a user has ownership of for review. The administrator decides which fields are displayed for a document in the inbox.

Kickoff Criteria

Test of one or more data values associated with a document. If the test is true, the document is accepted for processing by workflow.

Ownership

Ownership is a granted right that allows a user to interact with a work instance.

Queue

Has configurable field permissions and holds events, conditions, and actions

Rule

A condition and action to perform if the condition is true. The condition involved workflow and/or document data.

Task

In earlier version of workflow, this term was used as a synonym for a document. In this version, task is closer to a work instance.

Work Instance

A work instance is work item being processed by queue.

Work Item

A work item is a document from the Document Management System, and it can be associated to one or more work instances at the same time. In other words, a document may be reviewed in more than one way at a time.

Workflow Path

A workflow path is a set of queues that routes documents from one reviewer to another based on document data and reviewer decisions.