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How to use fallback workflows

Fallback workflows are only activated by documents that don't match the triggers of any other workflow. Read more here.

What is a fallback workflow?

If a workflow is marked as a fallback workflow, it can only be activated by documents that match the workflow's triggers but do not activate any other workflows. You can therefore mark a workflow as a fallback workflow to make sure that it is only activated if no other workflows are activated.

In other words: if just one other workflow is activated, a fallback workflow cannot be activated.

What can I use a fallback workflow for?

A fallback workflow can make sure that all documents are approved in compliance with your company's fundamental approval procedures. Even if you have created more specific workflows to, for example, handle documents from a particular vendor or documents above a given amount, documents may be added that do not match the triggers of those workflows. When this happens, the fallback workflow makes sure that the document is still approved according to your company's standards.

How do I create a fallback workflow?

To create a fallback workflow, go to Tools > Workflow and enable the following setting under the Settings tab on the workflow you want to use as your fallback workflow:

Can I mark multiple workflows as fallback workflows?

Yes! If you have created multiple fallback workflows, all of these workflows are activated if no other workflows are activated when a document is added that matches the triggers of your fallback workflows.

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