---
title: "Sample Workflow 1"
slug: "sampleworkflow1"
updated: 2026-03-10T05:10:34Z
published: 2026-03-10T05:10:34Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sample Workflow 1

Let us expand further on the simple business workflow we discussed in [What is a Workflow](/v1/docs/what-is-a-workflow) page.

> [!WARNING]
> Please note that the erstwhile Issuing feature is now called [Transmittals](/v1/docs/v5issuingclient).

### 1.0. Workflow Description

1. In this workflow, the Designer works on a drawing and passes it on to a Design Lead (previously known as the reviewer), who reviews the drawing.
2. The Design Lead can do one of the following:
  - Send it back to the Designer for more work with some review comments. In this case, the workflow will repeat itself until the drawing is approved by the Design Lead.
  - Approve the drawing and send it to the Project Manager for issuing/publishing the file to the Project Engineer (previously we have called this actor as Client).
3. When the file is with the Project Manager, he/she [issues/publishes](/v1/docs/v5issuingclient) the file to the Project Engineer.

#### 1.1. Actors

The full list of **Actors**in this expanded workflow is the Designer, Design Lead (reviewer), Project Manager (who issues the file to the Client) and the Project Engineer (who receives the issued/published file on the site).

Let us now see the above pictorial representation in a workflow.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/basicwf.png)

#### 1.2.Attributes Required

1. List type **States**attribute, where the intended states of the workflow are listed
2. **Revision Number** integer type attribute, to hold the revision number of the file.

#### 1.3. Transitions

We will now describe the transitions between each of these states. A transition can include activities, conditions or data captures. Once we detail these, it will be easier for us to build the workflow in the 12d Synergy applications.

| Transition | Description | Activities/Conditions/Data Captures |
| --- | --- | --- |
| **Start → WIP** | The workflow is assigned to the Designer and the file has to be locked for the Designer to work on it. | **Activities**- Assign workflow to Designer; Lock the File to the Designer |
| **WIP → In Review** | The workflow is assigned to the Design Lead for review and the file is now locked for the Design Lead. | **Activities**- Assign workflow to Design Lead; Lock the File to the Design Lead |
| **In Review → Ready to be**[**Issued**](/v1/docs/v5issuingclient#13-how-to-transmit-a-file-set) | The Design Lead is satisfied with the Designer’s work and is sending the file to the Project Manager, stating that the file is now ready for issue. | **Activities**- Unlock the file; Assign the workflow to the Project Manager; Send an email to the Project Manager using a new or customised email template (Ready for Issue template) saying the file is ready to be issued to the Project Engineer. |
| **In Review → WIP** | The Design Lead suggests more changes to the file and passes the file back to the Designer. The changes to be made are captured in a PDF Markup file. | **Activities**- Assign the workflow back to Designer; Lock the file for the Designer; Send an email to the Designer telling him that more work is needed on the file, based on his review comments. **Data captures**- Capture the review comments in a file as an Association in the transition |
| **Ready to be Issued →**[**Issued**](/v1/docs/v5issuingclient#13-how-to-transmit-a-file-set) | The Client has feedback and is sending the file back to the Designer for additional updates. | **Activity**- Assign the workflow to the Project Engineer; Send an email to the Project Engineer using a new or customised email template saying the file is issued; Increment Revision attribute by 1 |

### 2.How to build the Workflow in 12d Synergy Applications

1. To create the required attributes noted above, do the following in the **12d Synergy Administration** application > **System Attributes** tab.

You can create a workflow using one of the following methods.
  - [Create a list type attribute](/v1/docs/v5v6attributes#14-how-to-create-add-an-attribute) named ***Design Status***, and add ***WIP***, ***In Review****,* ***Ready to be Issued***and ***Issued***as its list items.
  - Create an integer attribute for versioning, named ***Revision Number***, with an initial value of 1.

> [!NOTE]
> Note that you can create an attribute on any entity such as a job, folder, file, etc. This means that you can create a workflow on any of these entities.
  - In the **12d Synergy Administration** application > **System Attributes** tab > select the list attribute created in the previous step > click the **Edit**button.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/1Workflowbutton.png)
  - In the **12d Synergy Client** application, access the required folder in the job tree > right-click the folder and select the **Edit Folder** option > **Attributes**tab in the **Edit a Folder:<*Folder name*>** window > **File Attributes** tab > [Add the list attribute](/v1/docs/v5v6attributes#14-how-to-create-add-an-attribute) to this tab > click the **Edit**icon.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/1.1Workflowbutton.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/1Workflowbutton(1).png)

After creating both the attributes, ***Design Status*** list attribute and the ***Revision Number*** attribute, **The Edit a Folder:<*Folder name*>** window is displayed as shown below.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/1.2Workflowbutton.png)
2. In the **Create/Edit an Attribute**window, click the **Workflow**button. The **Edit a Workflow**window is displayed. The first state of the workflow, which is **Start**by default, is added to the workflow design.
3. Click the **Add all states** button. All the attribute list values are added as states to the **Design**tab.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/2AddAll States.png)
4. Connect all the states in the required order by clicking and dragging the mouse pointer from the side of one box to the other. Refer to the below workflow diagram and accordingly add the arrows.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/2.1AddAll States.png)
5. Now, let us define the functions to occur on the first transition. To define a transition between two states, click the arrow between them. It is highlighted in blue in the below image.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/4starwipact(1).png)

The right-panel is displayed and you can define the functions to add to the transition there.
  1. Let us now lock the file for the designer. In the **Activities**tab, click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(11).png) button, select the **Files**category in the **Add a New Transition Activity** window and then double-click **Lock a file**activity (or select and use the **Add**button).

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/lockafileact.png)

> [!NOTE]
> Please refer to the [Activities](/v1/docs/v5activities) table to know which actions fall under which category.

The **New Lock a file activity**is added to the **Activities**tab.
  2. Enter an appropriate name for the activity in the **Name**box. Let us name it ***Lock the file for the Designer***.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/5.01ToWIP Act Lock2.png)

> [!NOTE]
> Note that the activities can be renamed, if desired, so that it is easier for anyone to understand the activity at a later point in time.
  3. We now have to give values to the inputs for the activity. Click in the corresponding **Value**column of the input **File to lock**. The following prompt****window is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/fileselect.png)
  4. The following three options are displayed.
    - **Pick a path**option to locate and select the required file in a job.
    - **Use the current file**option to simply select the current file which when added to the folder has triggered this workflow.
    - **Enter manually** option to access the Expression Helper to build a variable expression for selecting a file when the workflow is running.

In our example, let us select the **Use the current file** option. This will add ***{Entity}***as the value to the **File to Lock**input in the **Activities**tab.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/lockafileentity.png)
  5. Click the the corresponding **Value**column of the input **Lock for**. The following prompt is displayed for you to select a contact, group or role.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/contact.png)

> [!NOTE]
> When locking a file in a transition, it is intended to limit the persons able to progress the file.
  6. We can lock the file to any of the following options:
    - [**Contact**](/v1/docs/contacts-and-contact-lists)— If you want a specific individual to work on the file, then this option can be used. You will be prompted to select either a **Specific value** option to find and select the required contact, or a **Variable value** option to access the **Expression Helper**to build a variable expression for selecting a contact when the workflow is running.
    - [**Group**](https://help.12dsynergy.com/docs/v5groups)****— If you want a specific group of users to work on the file, then this option can be used. You will be prompted to select either a **Specific value** option to find and select the required group, or a **Variable value** option to access the **Expression Helper**to build a variable expression for selecting a group when the workflow is running.
    - [**Role**](https://help.12dsynergy.com/docs/v5workingwithteams#111-how-to-create-and-define-a-new-role-for-a-job) — If you want a specific user role to work on the file, then this option can be used. You will be prompted to select either a **Specific value** option to find and select the required user role, or a **Variable value** option to access the **Expression Helper**to build a variable expression for selecting a user role when the workflow is running.

In our workflow, let us select the **Specific Value**option and then the **Designer**role in the following **Select a Role**prompt.

The following prompt is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/wf1k.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/designer.png)

The value for the **Lock for**input is now set to **Role: Designer**. The ***Lock the file to the Designer***activity is defined.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/wftowipdone(1).png)
  7. Let us now define another activity that is needed at this point. We need to assign the workflow to the Designer. In the **Activities**tab, click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(11).png) button, select the **General**category in the **Add a New Transition Activity** window and then double-click **Assign this workflow**activity (or select and use the **Add**button). The **New Assign this workflow activity**is added to the **Activities**tab.
  8. Enter an appropriate name for the activity in the **Name**box. Let us name it ***Assign the workflow to the Designer***.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/assignwf1.png)
  9. Click in the corresponding **Value**column of the input **Assign to**. Since we want to assign the workflow to the designer, select the**Role > Specific Role > Designer** option from the prompts that are displayed chronologically. The **Assign to**input has its value set to the **Role: Designer**.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/assigntodes(1).png)
  10. Click in the corresponding **Value**column of the input **Send email**. Let us leave this as **Yes**to send a generic automated email to the Designer, mentioning that the workflow is now assigned to him at this stage. You can also send a customised email. We will see how to create a customised email as an activity for a transition later in this procedure.
  11. Click the **Save**button to save the activities we have defined for the **Start —> WIP**state. Note that for this transition, we do not have any conditions or data captures. So we will move to the next transition.
6. For the next transition, select the arrow between the **WIP**and **In Review**state. The right panel is displayed, and you can define the transition there.
7. Using the **a to l steps of the 6th step**above, define the following activities.
  1. Lock the current file for the Design Lead using the **Files > Lock a file**activity. For the **File to lock**input value, select the **Enter manually > Use the current file option**in the prompts displayed. And for the **Lock for** input value, select the**Role > Specific Role > Design Lead**option from the prompts that are displayed chronologically.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/lockfordl.png)
  2. Assign the workflow to the Design Lead role using the **General > Assign the workflow**activity. For the **Assign to**input value, select the **Role > Specific Role > Design Lead**option from the prompts that are displayed chronologically. Leave the **Send email**input value as **Yes**.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/assigntodl.png)
8. Click the **Save**button as soon as you are done with defining an activity or a transition.
9. Moving on, let us define the transition **In Review**—> **Ready to be Issued**. Select the arrow between these two states. The right panel is displayed, and you can define the transition there.
10. The **Activities**that we want to create are as follows:
  1. Unlock the file
  2. Send a customised email to the Project Manager informing him that the file is ready to be issued to the Project Engineer
  3. Assign the workflow to the Project Manager
11. Do the following to define these activities:
  1. Unlock the file so that it can be sent to the Project Manager using the **Files**category **> Unlock a file**activity. For the **File to unlock**input value, select the **Enter manually > Use the current file option**in the prompts displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/unlock2rtbi.png)

> [!NOTE]
> We unlock the file here as the file is updated, reviewed, and finalised. No more work is pending on the file. Hence, the file can be unlocked and sent for use.
  2. Let us now look at how to send a customised email to the Project Manager.
    1. In the **Activities**tab, click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(11).png) button, select the **General**category in the **Add a New Transition Activity** window and then double-click **Send an email**activity (or select and use the **Add**button). The **New Send an email activity**is added to the **Activities**tab.
    2. Rename the activity to **Send an email to the PM**in the **Name**box.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/sendanemail1.png)
    3. Click in the **Value**column row against the **Send to**input. The **Edit Contacts Input** window is displayed.
    4. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(11).png) button and select the **Role > Specific Role > Project Manager**option from the prompts that are displayed chronologically. The **Role:Project Manager** contact is added to the **Edit Contacts Input** window
    5. Click the **Set**button. The value for the **Send to**input is set.
    6. If you want to CC the email to anyone, click in the **Value**column against **CC to**input and add contacts as explained in **step iv** above. This is an optional field.
    7. We now have to select an email template for the email being sent to the Project Manager. 12d Synergy offers a wide range of inbuilt email templates. And it also gives you the options to [customize or create email templates](https://help.12dsynergy.com/docs/v5outgoingemails#13-how-to-create-a-customised-outgoing-template). Click in the **Value**column against **Email Template Name**input. The **Select a Template** window is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/wf1l.png)

A list of existing templates is displayed on the left panel and the selected template’s contents and editing options are displayed on the right in the above window. You can either select a predefined template from the left, and use it as it is, or edit it as per your needs.

> [!NOTE]
> Please refer to [Outgoing Email Templates](https://help.12dsynergy.com/docs/v5outgoingemails) page for more details about creating and editing email templates.
    8. For now, we will select the already created ***Ready to Issue*** custom template as shown below. The content of the email is edited with the available variables to suit our requirement.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/emailtemplateedited.png)
    9. Click the **Select**button. The value of **Email Template Name**input is set to ***Ready to Issue***.
    10. If you want to attach any files with the email, click the **Value**column against the **Files to attach**input and give the variable expressions of the files to attach in the **Set Task Input**window. For instance, if you enter ***{Entity}***, the current file that is ready for issue is attached. This is an optional input.
    11. Similarly, you can choose to zip the attachments by selecting the **Yes**option displayed in the Value column against the input. This is also an optional input.
    12. Click the **Save**button.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/rtbidefined(1).png)

The **Send an email to the PM**activity is saved.
  3. Now we have to define the last activity for this transition. We have to assign the workflow to the Project Manager as the file is now with him.
    1. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(11).png) button in the **Activities**tab, and assign the workflow to the Project Manager role using the **General > Assign the workflow**activity. For the **Assign to**input value, select the **Role > Specific Role > Project Manager**option from the prompts that are displayed chronologically. For the **Send email**input value select the **No**option as we have just defined a custom email to be sent.

> [!NOTE]
> Remember to name your activities appropriately as it makes the activity definitions very clear.
    2. Click the **Save**button. The **Assign the workflow**activity is saved. The transition of the workflow from **In Review —> Ready to be Issued** states is now complete.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/InRev2Readytbi.png)
12. Let us now define the transition of the workflow from **Ready to be Issued —> Issued**states. The Activities involved in this transition are as follows.
  - Send an email to the Project Engineer (Client) issuing (publishing) the file.
  - Assign the workflow to the Project Engineer
  - Increment the revision number of the updated file
13. Since the Issued state is the final state of the workflow, select the Issued state in the workflow and select the Is workflow resolution? checkbox as shown below.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/resstate(1).png)
14. Let us now define the activities.
  1. As mentioned in step 12b in the above procedure, click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(11).png) button in the **Activities**tab and in the **Add a New Transition Activity** window, select the **General**category > **Send an Email**activity. Set the following inputs following the steps mentioned in 12b.

| Input | Value | Comments |
| --- | --- | --- |
| **Send to** | ***Role: Project Manager*** |  |
| **CC to** | Any specific contact, group or role you want to mark a CC to | Optional input |
| **Email Template Name** | ***PublishedFile*** | It is a [predefined template](https://help.12dsynergy.com/docs/v5outgoingemails#12-how-to-use-an-outgoing-template) that is provided by 12d Synergy. However, as mentioned in step 12b above, you can customise this email template. |
| **File to attach** | The variable expressions to the files that need to be attached along with the current file that is ready to be issued. | Optional input. You can use the expression builder to come up with these variable expressions. |
| **Zip attachments** | **Yes / No** based on whether or not you want to zip the attachments | Optional input |

After clicking the **Save**button, the following is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pub1act(1).png)
  2. The next activity is to assign the activity to the Project Engineer. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(11).png) button in the **Activities**tab, and assign the workflow to the Project Engineer role using the **General > Assign the workflow**activity. For the **Assign to**input value, select the **Role > Specific Role > Project Manager**option from the prompts that are displayed chronologically. For the **Send email**input value select the **No**option as we have just selected an email template to be sent in another activity.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/asspe.png)
  3. Now let us look at the activity of incrementing the revision number of the updated file. If you recall, in step 1 of this procedure, we created an integer attribute for versioning, named ***Revision Number***, with an initial value of 1. We have to increment that attribute by 1.
    1. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(11).png) button in the **Activities**tab and in the **Add a New Transition Activity** window, double-click **Attributes > Increment attribute**activity. The **New Increment attribute activity**is added to the list of activities in the **Activities**tab.
    2. Rename the activity appropriately. Lets name it ***Increment revision attribute***.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/incatt.png)
    3. Click in the **Value**column against the **Attribute name**input.

The **Edit Attributes Input**window is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/editatt.png)
    4. Select the check box displayed against the ***Revision Number***attribute we created and click the **Set**button.

The activity is defined.
  4. Thus, the transition from **Ready to be Issued —> Issued**states is completed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/issueddone.png)
  5. Click the **Save**button.
15. There is one more transition in the workflow that we have to define. After the Design Lead completes the review, if he has any review comments, he has to pass it on to the Designer for further updates. So the transition that we now have to define is from **In Review —> WIP**states. The activities included in this transition are as follows.
  - Assigning the workflow to the Designer
  - Lock the activity to the Designer
  - Send a customised email with the review comments attached. For this activity, we will capture the review comments in a PDF Markup file in the **Data Capture**tab.
16. Let us start defining this transition.
  1. Select the arrow between the **In Review —> WIP**states.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/IRWIPwf.png)
  2. Like in all the previous transitions, we have to assign the workflow to the Designer as the file is with him for updates in the WIP state. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(11).png) button in the **Activities**tab, and assign the workflow to the Project Engineer role using the **General > Assign the workflow**activity. For the **Assign to**input value, select the **Role > Specific Role > Designer**option from the prompts that are displayed chronologically. For the **Send email**input value select the **No**option as we will create a customised email in the steps that follow.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/assdes.png)
  3. Since the Designer will be updating the file based on the review comments he receives, we have to lock the file to the Designer. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(11).png) button in the **Activities**tab, and lock the current file for the designer using the **Files**category **> Lock a file**activity. For the **File to lock**input value, select the **Enter manually > Use the current file option**in the prompts displayed. And for the **Lock for** input value, select the**Role > Specific Role > Designer**option from the prompts that are displayed chronologically.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/locktodes2.png)
  4. Let us first do a data capture now. We need to capture the review comments given by the Design Lead. Lets say, there are marked in a PDF file. Select the **Data Capture**tab.
  5. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(11).png) button.

The **Add new data capture**prompt is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dc1.png)
  6. Since we want to capture a PDF file with review comments, select the **Association**option. A new **File association**data capture is added to the **Data Capture**tab.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dc2(1).png)
  7. Let the **File**option be selected in the **Association Type**list.
  8. In the **Description**box, enter a small description of the file you want to capture. Lets enter ***Review Comments PDF***.
  9. Since the review comments are mandatory for updating the file after a review, we will NOT select the **Optional?**check box.
  10. Click the **Save**button. The data capture is saved. Save this file in any location in 12d Synergy Client application. When the workflow runs, we will be prompted to select the file (association) from the 12d Synergy application.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dc3.png)
  11. Now that we have captured the review comments, let us send an email to the Designer with the review comments file. As mentioned in step 12b in the above procedure, click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(11).png)button in the **Activities**tab and in the **Add a New Transition Activity** window, select the **General**category > **Send an Email**activity. Set the following inputs following the steps mentioned in**step 12b**.

| Input | Value | Comments |
| --- | --- | --- |
| **Send to** | ***Role: Designer*** |  |
| **CC to** | Any specific contact, group or role you want to mark a CC to | Optional input |
| **Email Template Name** | ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image(14).png) | Lets create a [customised template](https://help.12dsynergy.com/docs/v5outgoingemails#13-how-to-create-a-customised-outgoing-template) following the steps in step 12b of this procedure. |
| **File to attach** | The variable expressions to the any other files you want to attach with the email. Note that since the review comments file is added as a data capture, we will be selecting the file from where it is saved in the 12d Synergy Client application when the workflow runs. | Optional input. You can use the expression builder to come up with these variable expressions. |
| **Zip attachments** | **Yes / No** based on whether or not you want to zip the attachments | Optional input |
  12. Click the **Save**button and close the **Edit a Workflow**window. The transition from**In Review —> WIP**is saved.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/inrevtowip.png)
17. Click the **Save**button in the **Create/Edit an Attribute**window.
18. Click the **Save**button in the **Edit a Folder:<folder name>**window.

We have finally defined all the transitions in our sample workflow. Now let us see a video that shows what happens when we run the workflow.

> [!NOTE]
> When you add a file to the folder on which the workflow is defined, the file name is displayed in red font. This means that the file is locked for someone.

[sam1 final](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/sam1%20final.mp4)