Difference between revisions of "Edit Workflow"

Revision as of 10:12, 15 June 2016

The Workflow ID is now populated and the following options appear along the top of the screen:

The following tabs are also displayed:

Task – click this tab to view workflow task and to edit tasks. Tasks are steps within the workflow.
Pending Queue – click this tab to see a list of outstanding tasks for this workflow, to delete certain tasks and to reassign tasks to other contacts within the system.
History - click this tab to see a list of completed tasks for this workflow.

This page consists of the following configuration options:

Workflow Type: See Workflow Types
Name: Name of the workflow.
Description: Narrative description for the workflow.
Workflow Window: See Suppress Workflow Window.
Run Asynchronously: This setting will tell the system to allow workflows to run concurrently, rather than being running in sequence.
Category: Similar to Report Categories, workflows can be assigned a category for easier system organization.
Trigger When: Typically, the status that will trigger a workflow.
Termination Trigger: See this page for additional information.
System Call Name: See System Call page for additional information.

@@ Line 1: / Line 1: @@
-[[Image:EditWorkflowPane.png|link=|800px]]
+[[Image:WFTask6.png]]
-The following tabs are available at the top of the page:
+The Workflow ID is now populated and the following options appear along the top of the screen:
-* '''New Task''': Creates a new Workflow Task (see [[Adding a Workflow Task in an Acknowledgment Workflow]] for additional information).
-* '''[[Workflow Diagram|Diagram]]'''
+* '''Back''' – click this tab to return to the previous page accessed.
-* '''[[Pending Queue]]'''
+* '''Workflows''' – click this tab to return to the [[Workflow|workflow]] list.
-* '''[[Workflow History|History]]'''
+* '''New Task''' – click this tab to create a new [[Workflow|workflow]] task.
-* '''View Workflows''': Brings the user back to the [[Workflow Properties|list of all Workflows]].
+* '''Diagram''' – click this tab to see a [[diagram view]] of the workflow.
+The following tabs are also displayed:
+* '''Task''' – click this tab to view [[Workflow|workflow]] task and to edit tasks. Tasks are steps within the workflow.
+* [[Pending Queue]] – click this tab to see a list of outstanding tasks for this [[Workflow|workflow]], to delete certain tasks and to reassign tasks to other contacts within the system.
+* '''History''' - click this tab to see a list of completed tasks for this workflow.
 This page consists of the following configuration options: