40 Troubleshooting Workflows

Workflows are used to specify how content is routed for review, approval, and release to the system. This chapter provides solutions to several common workflow issues.

This chapter discusses the following topics:

40.1 Workflow Item Stuck in EDIT or GENWWW Status

Symptom

A content item in a workflow is in EDIT or GENWWW status, and no reviewers were notified by email that action is required.

Problem

Inbound Refinery failed to convert the file properly.

Recommendation

  1. View the content item's status in Repository Manager or the Content Items for Workflow page (accessed from Content Manager, then Active Workflows then Workflow_Name). For information about the conversion failure, display the Content Information page.

  2. Determine why the conversion failed:

    • If the problem was with Inbound Refinery or a conversion component:

      1. Correct the problem so that the file converts properly.

      2. Resubmit the file for conversion from Repository Manager or Content Information page. The content item continues through the workflow.

    • If the problem was with a file in a criteria workflow and the content item is the only item in the workflow:

      1. Save a copy of the native file.

      2. Disable the workflow to release the content item.

      3. Delete the released revision using Repository Manager or the Content Information page.

      4. Correct the problem so that the file converts properly.

      5. Check in the content item again so that it goes through the entire workflow process.

    • If the problem was with a file in a criteria workflow and there are multiple content items in the workflow:

      1. Save a copy of the native file.

      2. Delete the "stuck" revision using Repository Manager. (You could disable the workflow, but all content items in the workflow would be released.)

      3. Correct the problem so that the file converts properly.

      4. Check in the content item again so that it goes through the entire workflow process

    • If the problem was with a file in a basic workflow and the content item is the only item in the workflow:

      1. Save a copy of the native file.

      2. Cancel the workflow to delete the revision from the system.

      3. Correct the problem so that the file converts properly.

      4. Contribute the content item again to the Basic workflow so that it goes through the entire workflow process.

    • If the problem was with a file in a basic workflow and there are multiple content items in the workflow:

      1. Save a copy of the native file.

      2. Delete the "stuck" revision using Repository Manager. (You could cancel the workflow, but all content items in the workflow would be deleted from the system.)

      3. Correct the problem so that the file converts properly.

      4. Contribute the content item again to the Basic workflow so that it goes through the entire workflow process

40.2 Workflow Item Stuck in REVIEW Status

Symptom

A content item in a workflow is in REVIEW status, and the minimum number of reviewers have approved it, but the revision is not moving to the next step.

Problem

The content item does not meet the exit criteria of the workflow.

Recommendation

  1. Check the exit condition definition in the workflow step to see why the document does not meet the criteria.

  2. Determine if the file is finished interacting with an external process. Resolve any problems with the external process to see if the file meets the exit condition.

  3. If there is an error in the exit condition, external processing or both, you can check out the document and check it back in with the correct metadata to meet the exit condition.

40.3 Workflow Item Entered in Wrong Workflow

Symptom

A content item entered the wrong criteria workflow.

Problem

Two or more criteria workflows have the same criteria defined. The content item matched this criteria, so it entered the first matching workflow in the workflow list.

Recommendation

Redefine the criteria so that each workflow has a unique combination of the security group and metadata field value. If necessary, use jumps and sub-workflows to define additional criteria within the main workflow.