Library administrators and document managers can force workflow actions. Learn more: What are roles?
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Finalize the current parallel workflow transition
You may need to force a parallel workflow transition if one or more of the workflow participants isn't available to perform a workflow action. Learn more: View the status of parallel workflow transitions.
1. You have a document with a parallel workflow transition in progress. You can:
- open it, then select Administrator actions in the More actions menu
- select it in a view, then click the Administrator actions button
Note: This feature is available in legacy and beta views. It isn't yet available in new views.
| #Beta views | #Document |
2. In the Administrator actions dialog, select Finalize current parallel transition.
Note: If there isn't a parallel transition in progress, this option is not displayed.
3. If required, add a comment.
Note: The comment is always optional in this dialog, even if it is set as required for the workflow transition.
4. Click Save. A message appears, indicating that the workflow transition is complete.
The completed parallel transition is listed in the right side panel.
Note: You can't view the details of a completed parallel transition that has been forced.
Force the workflow state without triggering a transition
1. You have a document with a workflow in progress. You can:
- select it in a view, then click the Administrator actions button
- open it, then select Administrator actions in the More actions menu
2. In the Administrator actions dialog, select Force to a different workflow state and select the required workflow state from the drop-down menu. You have the option to add a comment about the new workflow state.
Notes:
– Only workflow states of the same type (draft or standard) are available. For example, if your document is in a draft workflow state, only other draft workflow states are available.
– If you added a description for your workflow state, it is displayed below the name of the workflow state. Learn more: Create workflow states
3. Click Save. A message appears, indicating that the workflow state has been changed.
The workflow state change is listed in the right side panel.