Defining Workflows
From Subscribe-HR Wiki Help
| Line 9: | Line 9: | ||
==Creating a Workflow Form== | ==Creating a Workflow Form== | ||
| + | # After logging into the Subscribe-HR portal open the <b>Development</b> menu option. | ||
| + | # Select <b>Objects</b> from the menu. | ||
| + | # Select the desired object from the object list. | ||
| + | # Select <b>Workflow Forms</b> from the objects sub-menu. | ||
| + | # Select the [Add new record] Button. | ||
| + | # Enter the name of the Workflow Form into <b>Form</b>. | ||
| + | # Select whether the attached document will require <b>Document Approval</b>. | ||
| + | # The <b>Form Designer</b> builds the form to be filled out. Select the field you want included in the form, and press <b>Add</b> | ||
| + | # Select the <b>Save form</b> option. | ||
| + | <br> | ||
| + | |||
| + | ==Creating Workflow Actions== | ||
| + | Workflow Actions describe what actions can be performed on this workflow form. | ||
| + | # After logging into the Subscribe-HR portal select the <b>Development</b> TAB. | ||
| + | # Select <b>Objects</b> from the menu. | ||
| + | # Select the desired object from the object list. | ||
| + | # Select <b>Workflow Forms</b> from the sub menu. | ||
| + | # Select the [Add new record] Button. | ||
| + | # Select the <b>Add Action</b> option. This will create a pop-up window. | ||
| + | # Enter the <b>Action name</b> of the action. | ||
| + | # 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 <b>Assign to</b> from the drop down.<br/>This is who can access and trigger this action. | ||
| + | # 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 <b>Change status to</b> from the drop down.<br/>This changes the status of the current task in the WIP. | ||
| + | # Select the <b>Completes Workflow</b> from the drop down.<br/>This specifies whether this action completes the workflow. | ||
| + | |||
| + | ==Creating a Workflow Form(old)== | ||
# After logging into the Subscribe-HR portal select the <b>Development</b> TAB. | # After logging into the Subscribe-HR portal select the <b>Development</b> TAB. | ||
# Select <b>Objects</b> Folder. | # Select <b>Objects</b> Folder. | ||
| Line 19: | Line 46: | ||
<br> | <br> | ||
| − | ==Creating Workflow Actions== | + | ==Creating Workflow Actions(old)== |
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 <b>Development</b> TAB. | # After logging into the Subscribe-HR portal select the <b>Development</b> TAB. | ||
Latest revision as of 06:00, 9 April 2018
Contents
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 open the Development menu option.
- Select Objects from the menu.
- Select the desired object from the object list.
- Select Workflow Forms from the objects sub-menu.
- Select the [Add new record] Button.
- Enter the name of the Workflow Form into Form.
- Select whether the attached document will require Document Approval.
- The Form Designer builds the form to be filled out. Select the field you want included in the form, and press Add
- 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 [Add new record] Button.
- Select the Add Action option. This will create a pop-up window.
- 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 Workflow from the drop down.
This specifies whether this action completes the workflow.
Creating a Workflow Form(old)
- 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 [Add new record] 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(old)
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 [Add new record] 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.
