Create a workflow template - HxGN SDx - Update 64 - Administration & Configuration

The workflow template consists of a sequence of steps, where each step signifies an action. Moving from one step to another step is determined by set of conditions that are fulfilled by the appropriate step recipient.

What options are displayed on the toolbar in the Create Workflow template page?

1. In the Workflow Management feature set, click Create Workflow template.

2. In the Configure Template Details window, type the required values, and select the appropriate options as shown in each of the following tabs:

   You must click PREVIOUS or NEXT to navigate between different tabs.

   General Details

   1. Type a name and description for the workflow template.

   2. Select the Delete Workflows On Completion option to automatically delete completed or terminated workflow instances from the system. This can help reduce your database growth and maintain your systems performance.

      Depending on your business needs, you can choose to set this option as you create or update a workflow template to safely remove temporary workflow instances from the database. On other workflow templates, you can choose to keep the completed or abandoned workflow instances, such as if needed for audit or regulatory purposes.

      The Delete Workflows On Completion option setting works asynchronously as a scheduler task across the system regardless of the configuration. However, be aware that intensive database activity could potentially occur deleting a lot of completed or terminated workflows.

   Workflow Details

   1. Select an appropriate user from the Re-Assign User list to whom the workflow step needs to be reassigned whenever the default user is not available. This option is considered whenever the workflow is trying to reject, or cannot reject, a step.

      

      • The Submitter represents the person who submitted the object to the workflow.

      • If multiple recipients are assigned to a step and even one recipient rejects the step, then the object in the workflow is sent back to the user specified in the Reassign to Participant property in the workflow template. However, if you use a voting step to calculate the number of accept and reject responses, you can set a threshold that, when met, allows the workflow to continue with the correct accept or reject path, rather than being reassigned to another user.

      • A step is not reassigned to a participant if it has a single success step and that success step is not a voting step.

   2. Select a condition from the Condition (Optional) list that must be met by an object before a copy of the workflow template can be associated with it.

   Business Objects

   • Search from the Workflow Business Objects list and select an appropriate object based on which corresponding interfaces, step definitions, and methods are filtered and displayed to the user.

   The Workflow Business Objects list displays only the objects associated with the workflow.

   Optional Details

   • Select a corresponding interface for the chosen workflow business object from the Interfaces list, based on which step definitions are available for the workflow template.

   Summary

   This tab displays all the selected options which will be applied when creating a workflow template.

3. Click FINISH to save the changes.

Once the workflow template is created, you can add the first workflow step by clicking Add New Workflow Step in the Create Workflow template page. For more information, see Create a workflow step.