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| + | #REDIRECT [[Workflows Overview]] |
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| − | To access the [[Workflow|workflows]] list, click [[Global Settings]], followed by the [[Workflow|Workflows]] link in the '''System''' section.
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| − | The following tabs are also displayed:
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| − | * '''Workflows''' – click this tab to see list of [[Workflow|workflows]].
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| − | * '''Tasks''' – click this tab to see a list of tasks for all [[Workflow|workflows]].
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| − | * '''Outstanding Tasks''' – click this tab to see a list of outstanding tasks for all [[Workflow|workflows]].
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| − | [[Image:Work.png|700px]]
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| − | The list of workflows will display the name, narrative description, [[Workflow Types|workflow type]], Trigger , [[System_Call|System Call Identifier]] and date last modified.
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| − | The list of workflows displayed dependent on the Workflow category selected. Use the "All Workflows" option to see all workflows.
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| − | [[Image:WorkflowCategory.png|700px]]
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| − | There is also a New Workflow button, used when creating a new workflow.
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| − | The following properties can be set for a [[Workflow|workflow]]:
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| − | * '''[[Workflow Type]]''' – defines the type of object that the [[Workflow|workflow]] can be associated with: Company, file, [[User|user]], or [[Application|application]] specific. See [[Workflow Types]].
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| − | * '''Name''' – a descriptive name for the [[Workflow|workflow]].
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| − | * '''Description''' – a narrative description of the [[Workflow|workflow]].
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| − | * '''Trigger When''' – the action that starts the [[Workflow|workflow]]. Status-based triggers also have a '''De-Activate''' option.
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| − | * '''Termination Trigger''' – the action that aborts the [[Workflow|workflow]] before it is complete.
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| − | ==Workflow Tasks and Connectors==
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| − | Each [[Workflow|workflow]] is constructed using two elements: '''Tasks''' and '''Connectors'''. Within a specific [[Workflow|workflow]] any number of tasks and connectors can be created.
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| − | * Tasks define the actions required in the [[Workflow|workflow]] – each represents a single step in the process. Specific [[Role|roles]] or specific [[User|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|user]] or some [[Application|application]]-specific information.
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| − | * Connectors link the tasks together and provide for [[Workflow_Branching_Logic|branching logic]] based on the [[User|user]] responses to that task or preset conditions.
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| − | {{PrevNextStart}} [[Workflows - Overview]]
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| − | {{PrevNextMid}} [[Workflow Types]] {{PrevNextEnd}}
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| − | [[Category:System Management]][[Category:Workflows]][[Category:Applications]]
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