Creating a Workflow

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Creating a Workflow from Scratch

In addtion to using the workflow builder, workflows may also be written from scratching using XML.

To create a workflow:

  1. In the Administration area, select Workflow Definitions.
  2. Click on Add a New Workflow Definition.
  3. On the General tab:
    Name - Type in the name for your new workflow definition. It's generally best to give a name that describes how it will be used.
    Parent container - Select the container in which you want the new definition stored.
    Workflow type - This allows you to select workflow scenarios in which this workflow may be involved.
    Applicable Groups - This determines which groups will be allowed to use this workflow definition to start a workflow. This gives administrators complete control over who participates in a workflow. For example, an administrator could set two edit workflows for a folder - one for which some groups were applicable and another for which a different set of groups were applicable. The system then decides which users can use that workflow definition via these applicable groups; if it is applicable to both then the user will be presented with a choice. A workflow is considered applicable to a user if any of the user's groups are in the list of applicable groups.
  4. XML - Enter the XML to create the workflow definition.
  5. Click Submit to save your new workflow definition.

new workflow

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See Also

Last modified on Mon, 14 Jan 2008 13:04:44 -0500

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