Defining Workflows
From Subscribe-HR Wiki Help
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| − | + | =What is a Workflow Form= | |
A workflow form is a form that is displayed to a recipient of a workflow with a task type of request.<br/>So this allows you to control what fields the recipient can view from that object. | A workflow form is a form that is displayed to a recipient of a workflow with a task type of request.<br/>So this allows you to control what fields the recipient can view from that object. | ||
<br/> | <br/> | ||
| − | + | ==Creating a Workflow Form== | |
| − | # After logging into the Subscribe-HR portal select the | + | # After logging into the Subscribe-HR portal select the <b>Development</b> TAB. |
| − | # Select Objects | + | # Select <b>Objects</b> Folder. |
# Select the desired object from the object list. | # Select the desired object from the object list. | ||
| − | # Select Workflow Forms | + | # Select <b>Workflow Forms</b> SubFolder. |
| − | # Select the Create Button. | + | # Select the [Create] Button. |
| − | # Enter the name of the Workflow Form into | + | # Enter the name of the Workflow Form into <b>Form</b>. |
| − | # Click and drag | + | # Click and drag <b>Fields</b> onto the <b>Form</b>. |
| − | # Select the | + | # Select the <b>Save form</b> option. |
| + | <br> | ||
| − | + | ==Creating Workflow Actions== | |
Workflow Actions describe what actions can be performed on this workflow form. | Workflow Actions describe what actions can be performed on this workflow form. | ||
| − | # After logging into the Subscribe-HR portal select the | + | # After logging into the Subscribe-HR portal select the <b>Development</b> TAB. |
| − | # Select Objects from the menu. | + | # Select <b>Objects</b> from the menu. |
# Select the desired object from the object list. | # Select the desired object from the object list. | ||
| − | # Select Workflow Forms from the sub menu. | + | # Select <b>Workflow Forms</b> from the sub menu. |
| − | # Select the Create Button. | + | # Select the [Create] Button. |
| − | # Select the | + | # Select the <b>Create action</b> option. |
| − | # Enter the | + | # Enter the <b>Action name</b> of the action. |
| − | # Select the | + | # Select the <b>Trigger snippet</b> from the drop down.<br/>This is the action that will take place on the data if this action is triggered. |
| − | # Select the | + | # Select the <b>Assign to</b> from the drop down.<br/>This is who can access and trigger this action. |
| − | # Select the | + | # Select the <b>Trigger workflow</b> from the drop down.<br/>This is the option to allow this action to start another specified workflow. |
| − | # Select the | + | # Select the <b>Change status to</b> from the drop down.<br/>This changes the status of the current task in the WIP. |
| − | # Select the | + | # Select the <b>Completes Root Task</b> from the drop down.<br/>This specifies whether this action completes the root task of the workflow. |
| − | <br | + | <br><br>[[File:subscribehr_logo.gif]] |
| − | [[File:subscribehr_logo.gif]] | + | |
Revision as of 02:55, 10 April 2013
What is a Workflow Form
A workflow form is a form that is displayed to a recipient of a workflow with a task type of request.
So this allows you to control what fields the recipient can view from that object.
Creating a Workflow Form
- After logging into the Subscribe-HR portal select the Development TAB.
- Select Objects Folder.
- Select the desired object from the object list.
- Select Workflow Forms SubFolder.
- Select the [Create] Button.
- Enter the name of the Workflow Form into Form.
- Click and drag Fields onto the Form.
- Select the Save form option.
Creating Workflow Actions
Workflow Actions describe what actions can be performed on this workflow form.
- After logging into the Subscribe-HR portal select the Development TAB.
- Select Objects from the menu.
- Select the desired object from the object list.
- Select Workflow Forms from the sub menu.
- Select the [Create] Button.
- Select the Create action option.
- Enter the Action name of the action.
- Select the Trigger snippet from the drop down.
This is the action that will take place on the data if this action is triggered. - Select the Assign to from the drop down.
This is who can access and trigger this action. - Select the Trigger workflow from the drop down.
This is the option to allow this action to start another specified workflow. - Select the Change status to from the drop down.
This changes the status of the current task in the WIP. - Select the Completes Root Task from the drop down.
This specifies whether this action completes the root task of the workflow.
