Workflow Rules provide a simple way to enhance, customize, and automate your workflow.

Use Workflow Rules to…

Send automatic email notifications.
Tell the system when to move a document from one phase to another.
Download completed translations to your corporate website.
Automatically lock TM for initial workflow phases…and more.

Just choose the condition that needs to be met (e.g. translation is complete) and the automatic action to take (e.g. send an email notification to the project manager).

Once the rule is saved, it will run automatically as part of the workflow.

To add a rule,

Open a workflow.
Select Project Resources from the sidebar, open Workflows, select the desired workflow.
Select a phase.
Click on the phase where you wish to add a rule.
Select Configuration
This will open the workflow configuration screen.
1. Add the rule.
  Scroll down to the Rules section and click the + Add Rule icon.
2. Create the rule.
  Using the drop-down menus, create as many rules as you wish.
  Scroll to select the desired condition(s) and automatic action(s).
  
  You can set multiple conditions for a single rule by using the + sign.
Save your work.

A list of sample scenarios, along with available conditions and automatic actions will follow.

Sample Scenarios

Workflow rules provide a powerful way to automate tasks and save time.

For example….

Scenario: You want project managers to receive notification when translations are complete.
Add this Rule: When the translation is complete, send an email notification to the assigned project manager.

You might want to add several actions to a single rule.

Rule: When the translation is complete, send an email notification to the assigned project manager
– and –
Download the completed translations to my corporate website.

When creating a rule, you can choose from up to 10 available actions for any of 5 conditions.
Mix and match these conditions and actions to automate notifications, downloads, and more.

Please see below for a description of each condition and its available actions.

You may set as many (or as few) rules as you wish.

Conditions

Choose…	To kick off an action when…
Phase Starts	The workflow moves from the previous phase to the current phase (e.g. It moves from Translate to Review).
Phase Progress % Reaches	The phase reaches a certain percentage of completion (e.g. Translation is 75% complete).
Phase is Marked Complete	The linguist manually marks the current phase as complete. (e.g. the Reviewer marks the review as complete).
Machine Translation Process Completes	The automatic machine translation finishes running.
Leverage Translation Memory Process Completes	The automatic TM leverage finishes running.

Available Automatic Actions

Action	Description
Mark phase complete	Allows the linguist to manually mark the current phase as complete.
Start next phase	Starts the next phase in the workflow. (e.g. when the translation is complete, it can trigger the review phase) By default, each workflow has rules that can move a document from one phase to another; you may edit these rules or add new ones as needed.
Copy translations from previous phase	Copies all of a document’s translations from one workflow phase to another (e.g. copy all translations from the Human Translate phase to the Human Review phase). Check “Overwrite any existing translations in this phase” to update existing translations with the copied translations. By default this is unchecked, and only copies over translations for the segments not yet saved/approved by the linguist.
Leverage translation memories	Applies updated translation memory to the existing project. You can choose which TM vaults to use, and which vaults take precedence. This is typically run at the beginning of a project; however, a TM leverage can be added to any phase of the workflow. See Leverage TM On Demand for more information.
Machine translate	Runs the machine translate phase using the engine(s) of your choice. Use the dialog to choose which MT Engine to use. Note – By default, only untranslated segments will be machine translated.
Auto format segments	Automatically applies format tags to all segments. Note: We recommend human review for all automatically applied format tags. It could make sense to run this step immediately after starting the translate phase. That way the linguist can evaluate automatic tags to ensure they are applied properly.
Propagate locked segments	TM locks do not automatically carry over from one phase to another (allowing the flexibility for human correction of TM in later phases). e.g. If TM is locked during the translate phase, it will not automatically be locked during the review phase. This rule will always be honored, even if the phase is skipped or cancelled When you add a rule to propagate locked TM segments to additional phases, it will lock the TM for all of the phases of your choice.
Generate quote	Send a request to the Vendor application to provide a quote for Translate and Review phases in the workflow. Only use this Rule with the condition leverage translation memory process completes.
Send an email notification	Set up an automatic email notification to a project manager when a project is complete Set up an automatic email notification to assignees when their phase of the workflow starts. When the document reaches the condition you specify, send an email notification to the type of user you specify and customize the email message. You can set the notification by role (e.g. current assignee, next assignee, etc.) or you can send the notification to a specific email address. Each message is fully customizable, complete with automatic variables that can be used to draw in information about the document (e.g. {DocumentName}).
Send an HTTP notification	This feature is available in API 4 Configures an HTTP notification to allow 3^rd Party Systems communicate with the Lingotek system. Most often, this feature is used to notify your CMS that Lingotek content is ready for download. It includes metadata such as the phase name. Enter the pre-authenticated URL you want to use for your CMS. This step is usually performed when the project is completely finished. This can be configured via your Lingotek/CMS integration.
Call project callback URL	This feature is available in API 5 Similar to “Send an HTTP Notification,” this allows the Translation Management System communicate with 3^rd Party Systems in a newer, faster process. You can use this feature to notify your CMS (Drupal, WordPress, Ektron) that Lingotek content is ready for download onto your site. If an automatic download feature is set up within the integration, all completed files can be automatically downloaded to your company website’s corporate content management system. This step is usually performed when the project is completely finished. This can be configured on the project level (under Project Settings).
Mark phase as invoiceable	Will mark the phase as invoiceable in the backend. This will let the Vendor application know that the phase can be invoiced. This rule only applies if the phase is Billable. Once all phases are marked invoiceable, the target will also be marked invoiceable.
Mark all previous billable phases as invoiceable	This will mark all previous phases marked as billable as invoiceable. This will not mark the current phase as invoiceable. If you also want to mark the current phase as billable, use the rule above in addition to this rule. Once all phases are marked invoiceable, the target will also be marked invoiceable.
Mark all billable phases as invoiceable	This will mark all billable phases as invoiceable. The current, prior and subsequent phases. Subsequent phases will be marked as invoiceable even if they have not been completed. This will also mark the target as invoiceable, even if has not been completed.
Send quality evaluation results	This will send an HTML email to the recipient. It will include the following: Quality evaluation results Quality Score Target Locale Document Name Detailed feedback per segment