Using Workflow Rules
Workflow rules are used to define what should happen to a document in a particular workflow state when a specific operation is selected on the ProjectWise Explorer.menu in
Normally, a workflow is assigned to a folder and users change the states of documents as needed by selecting the standard Next, Previous, and Change options on the menu. When workflow rules are in place, the standard Next, Previous, and Change options are disabled, and instead the user has new options or operations to select from on the menu. The selected operation triggers a rule, which is a defined set of actions configured to run in a specific, sequential order. As a simple example, when a document is in a particular state in a particular workflow, the 'Revise' operation might be configured to 'place this document in a specific state of the workflow' AND 'create a new version'.
Workflow rules are imported through the Rules Engine node in ProjectWise Administrator. Any user who has the Workflow Rules Engine extension installed (an option of your ProjectWise Explorer installation) will be able to use the rules, assuming they also have access to the workflows that are using the rules.
Server-Side Rules Engine Processing
If your administrator has configured the Rules Engine to use server-side processing, workflow rules will be handled by the server instead of the ProjectWise Explorer client.