Dalim Tips & Tricks: Intro to ES Workflows

ES document workflows are a powerful production automation tool. They can collect approvals, track statuses, manage metadata, and deliver files. In this webinar, we provide a basic overview of ES document workflows. We demonstrate how ES workflows can streamline your file creation and review processes, as well as: • Building simple workflows • Configuring projects or folders to use specific workflows • Using approvals, status milestones, deliveries, & other workflow steps • Building conditional, context-specific workflows • Common pitfalls & troubleshooting techniques ----- 0:00 Introduction 3:33 What Is Workflow? 8:08 Workflow Editor 11:58 Simple Approval Workflow 13:05 Tool Settings 20:00 Milestones 27:08 Tool Names, Notes, and Groups 30:16 Assigning Workflows to Projects 33:20 Assigning Workflows to Folders 34:58 Assigning Workflows via Project Template 38:28 Assigning Workflows via Input Rules 39:47 Questions 42:32 Approval Users, Groups, and Roles 48:20 Approvers, Reviewers, and Gatekeepers 53:36 Right-Click Approval Bypass "Gotcha" 55:57 Milestone Approvals 59:28 Reprocessing from WFL Template 1:00:53 Milestone Approvals 1:03:44 Other Interesting Tools 1:05:21 Troubleshooting Workflows 1:11:12 Questions 1:13:43 Advanced: Conditional Links 1:22:30 Advanced: Locking Completed Files ----- Related Webinars: Advanced ES Workflow Logic https://youtu.be/Hfq8Soejg1s ES Project Workflow https://youtu.be/5reGKkiCweg Intro to ES Metadata: https://youtu.be/bJGXkipY9FU ES Profile Masks: https://youtu.be/4RNKoUst8Lk ES Stages: https://youtu.be/6EtAIhQNHGw ES User Actions: https://youtu.be/PXi28u6smSI ETWiST (Part 1) https://youtu.be/kFhffOVA5Tk ETWiST (Part 2) https://youtu.be/jNH9pDz0pUI