=Overview=
A Workflow is a set of repeatable steps used to automate and streamline your business processes within the system (e.g. creating review forms and notifying reviewers via email) .
Workflows are created through the Global Settings tab and can be associated with any entity within the system, such as UTA objects, folders, organizations or users.
Workflows are constructed using two basic elements:
• * Tasks: define the actions required in the workflow – each task represents a single step in the process. Specific roles or specific users are associated with each task, and these people will be automatically alerted when they need to perform the action defined by that task. These actions are generally used to accept, reject, or request a revision on the associated object, file, user or some application-specific information. • * Connectors: link tasks together, and provide for branching logic based on the user responses to the task or pre-set conditions.
For convenience we have grouped how you do specific tasks under the following groupings.
==Configuring - Essentials == • * Create Workflow• * Create Workflow Tasks • * Create Workflow Connectors • * Enable on Object ==Configuring - Advanced == • * Searching or Sorting Workflows• * Suppress Workflow Window• * Recurring Workflow• * Task Type Specific Configuration • * Importing and Exporting Workflow Tasks• * Using Variable Syntax to Select Recipients for Workflow Tasks• * Workflow Condition• * Using iCalendar to Generate Meeting Requests, Tasks and Contact Cards ==Using Workflows == • * Searching or Sorting workflows• * Workflow Requests • * Workflow Diagram • * Workflow History• * Workflow Pending Queue ==Configuring – Essentials== ==Create Workflow ==
First create and configure the workflow. Next add tasks and connectors. The tasks available are dependent on the Workflow Type, so specify the desired type before adding tasks.
1. # Click the Menu Icon and under the System Processes , click the Workflows link.2. # The Workflows page is displayed. This includes the following tabs: • ## Workflows – click this tab to see list of workflows. The list includes the name, description, workflow type, Trigger, System Call Identifier and date last updated. In the top right of the action bar is a Category drop down. The list of workflows displayed under the Workflows tab is dependent on the Workflow Category selected. Use the "All Workflows" option to see all workflows.
• Tasks – click this tab to see a list of tasks for all workflows.
• Outstanding Tasks – click this tab to see a list of outstanding tasks for all workflows. This is where the workflow in question has been triggered, and the task has been scheduled for future completion date