Step 1- Planning your workflow template

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The “Target language/s” step with all its tasks is a smart step and will be multiplied within the order according to the number of target languages selected on order creation.

Only when a Master template creation is required, add the “Source/Pivot language” step for the Master template creation product.

If you externally receive the master template file from your client you don’t need the “Source/pivot language” step, only use the Target language/s” step.

Step 2- Tasks

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You should set the task default essentials listed below so that when you add this task to orders or workflow templates, these essential defaults will be applied without having to manually set them each time.

The complete Task defaults manual (will be added)

Whether you are using existing tasks or if you create new ones, you must make sure the following essential defaults are correctly applied.

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1. None (fig 1) - The task date will not be linked and will require manual scheduling

2. Order internal supply date (fig 2) - the date of the task will be linked to the Order internal supply date.
   Lead days and hours are set on the template / order / task level

3. Order supply date (fig 3) - the date of the task will be linked to the Order supply date.
   Lead days and hours are set on the template / order / task level

4. Step delivery date (fig 4) - the date of the task will be linked to the Step delivery date.
   Lead days and hours are set on the template / order / task level

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2.2.2. File upload defaults

Upload defaults (file type and file description) are mandatory for file upload.

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2.2.2.1. Adding a new file type

FromTo add a new file type, navigate to: Administrator > Tables > File tables > File types

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1. Click “Add new file type” (fig 1)

2. Type the “Description” (fig 2)

3. Set the “Production File” switch to “On” (Mandatory) (fig 3)

4. For text file, set the “Send as mail attachment” switch to “On” (fig 4)
   

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5. If the file can be downloaded by users, set the “Can be downloaded” switch to “On” (fig 5)

6. Click “Save”
   

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2.2.2.2 Adding a new file description for a file type

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For more information about this topic review the Toolkit Task completion manual (will be added)

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2.2.3. Additional task preferences- Mandatory

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To learn how to create prices for your new products, check out the Customer product prices manual (will be added)

Step 4- Creating your Workflow template

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• The “Target language/s” step with all its tasks is a smart step and will be multiplied within the order according to the number of additional target languages selected on order creation

4.2.2. Adding the Post-production step

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