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rdms:workflows:start [2025/02/07 09:48] – added second section "Why Workflows?" giuliordms:workflows:start [2025/08/21 08:02] (current) – burcu
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 ====== Workflows in the RDMS ====== ====== Workflows in the RDMS ======
  
-The RDMS has a number of workflows defined for specific actions. As of the current state of the system, you have access to these workflows:+In addition to archiving data and sharing it with others via a Home Drive or a Team Drive, you can also freeze a dataset (for example, one used in a publication) and, if desired, publish its metadata. To achieve this, specific workflows must be initiated. Please note that the Publication workflow is still under development and not yet available 
  
-  * **[[rdms:workflows:archiving|Archiving Workflow]]**: Start this workflow if the project is over and you want to freeze data in an archive. +  * **[[rdms:solution:projects|Creating a Project]]**: The RDMS Project environment is intended for storing datasets that are planned for publication. Datasets associated with outputs such as articles, posters, book chapters, theses, conference proceedings, or software should be stored here. Creating a project is the first step if you need to generate a data package (Archive) from your dataset. 
-  * **[[rdms:workflows:participate|Project Participation Request]]**: Start this workflow if you want to ask for access to an existing project. +  * **[[rdms:workflows:participate|Project Participation Request]]**: Use this workflow to request participation in an existing project. 
 +  * **[[rdms:workflows:archiving|Archiving]]**: Use this workflow once a project is complete and you wish to freeze a dataset by creating a data package. In the RDMS, this is referred to as an Archive. 
 +  * **Publication**: This workflow follows Archiving and allows the publication of metadata describing your dataset. It is currently under development and not available to users.  
 +   
  
-The figure below shows you where to find the Workflow page in the RDMS Web Interface. If you click on the Workflow icon in the sidebar menu, you will open a pageview with a list of all the projects you have permissions on. These projects are your starting point for the archiving workflow.+The figure below shows where to find the Workflow page in the RDMS Web Interface. By clicking the Workflow icon in the sidebar menu, you will open a page displaying all projects to which you have access. These projects serve as the starting point for the Archiving workflow. 
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-{{ :rdms:workflows:workflow1.png?direct&1000 | }}+{{ :rdms:workflows:rdms_workflows1.png?direct&1000 | }}
  
-By double-clicking on a project, you can open the project view in the workflow page (see figure below). In this view, you can easily navigate between workflows related to the selected project and check their status. The option wheel on the top corner will let perform certain actions if you have the right permissions. More details on what you can do inside each workflow can be found in the specific workflow pages. +Under the Projects drop-down menu, you can see all the projects you have created, joined, or requested participation in. By double-clicking on a project, you open the Project view within the Workflow page (see figures below). In this view, you can navigate between two tabs: 
 +  * The first tab lists the available workflows for that project. 
 +  * The second tab displays the project status.
  
-{{ :rdms:workflows:workflow2.png?direct&1000 | }}+The Workflow option wheel in the top corner allows you to perform specific actions, provided you have the appropriate permissions. More details on the available actions within each workflow can be found on the corresponding workflow documentation pages 
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 +{{ :rdms:workflows:rdms_workflows2.png?direct&1000 | }} 
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 +{{ :rdms:workflows:rdms_workflows3.png?direct&1000 | }}
  
  
-==== Why Workflows? ==== 
  
-The RDMS Web Interface groups a certain set of actions into workflows. It is possible to perform the same task by using the command line interface (CLI) with iCommands installed. Using workflows in the Web Interface allows our users, however, to follow a step by step process with helpful notifications and explanations along the way.