Buyer administrators can configure the workflow triggers to control which workflow processes will start at when a document is uploaded.
To configure the workflow trigger types for document uploads, perform the following steps:
1. Click Upload Options > Workflow triggers from the Administration tab.
The Workflow triggers - list page is displayed.
2. Click New to add a new workflow trigger.
The Workflow triggers - Create page is displayed.
3. Select a context for the workflow trigger from the Context drop-down list. For example, Document Approval.
4. Select the type of document from the Document type drop-down list. For example, Invoice.
5. Select the corresponding workflow from the Workflow name drop-down list.
6. Select the process ID for the selected workflow from the Process ID drop-down list.
7. Select the version number for the selected Process ID from the Version drop-down list (if there are multiple versions of the workflow).
Note: When you publish new versions of workflows, you must update the workflow triggers.
8. Click Save.