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Review: Workflow | Workflow Troubleshooting

Routing pulls documents to the highest-ranking stage for which they qualify based on workflow's entry routers. Documents that do not qualify for any stage lie in wait until the appropriate time.

Initiate Global Routing causes all documents that haven't been manually set to a stage to move to the highest-ranking stage for which they qualify. This function also excludes documents currently checked-out in existing Workflow batches. The Routing Status footer on the Workflow page indicates when routing is complete.

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Retry Routing Tasks is a troubleshooting feature that will attempt to retry any previously failed Workflow routing tasks (that occur after successful batch check-in). If the most recent routing task fails, you can retry routing it using the Routing Status footer on the Workflow page.

status

To global route documents

  • In the Workflow menu bar, select the workflow with the documents you want to route, click the Action icon action3-1 > Initiate Global Routing.

To retry routing documents

  • In the Workflow menu bar, select the workflow with the documents you want to route, click the Action icon action3-1 > Retry Routing Tasks.

To retry the most recent routing task

  • On the Workflow page, view the footer of the most recent routing task with a Routing Status of Failed and click Retry.