Workflow state actions

Use the Actions tab of the State Properties dialog to specify what happens when an object is moved to a specific workflow state. To open the dialog, see instructions on editing states.

Click on different parts of the screenshot below for a description of the settings.

Set permissions, delete, and mark for archivingSend notification and Set propertiesConvert to PDF formatExecute vault application or VBScriptAssign to userCreate separate assignments
The actions are done in this order:
  1. Mark for archiving
  2. Assign to user
  3. Create separate assignments
  4. Send notification
  5. Set properties
  6. Convert to PDF format
  7. Set permissions
  8. Execute vault application or VBScript
  9. Delete