Defining Workflows

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(Created page with '{{page.name: Development Module: Defining Workflows for Objects and Workflow Types - Subscribe-HR Wiki}} {{page.head: Defining Workflows}} __TOC__ ==What is a Workflow Form== A…')
 
 
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__TOC__
 
__TOC__
  
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==What is a Workflow Form==
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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/>
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<br/>
 
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[[File:Workflow_forms.gif]]
 
  
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===Creating a Workflow Form===
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==Creating a Workflow Form==
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# After logging into the Subscribe-HR portal select the '''Development''' TAB.
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# After logging into the Subscribe-HR portal open the <b>Development</b> menu option.
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# Select Objects from the menu.
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# Select <b>Objects</b> from the menu.
 
# Select the desired object from the object list.
 
# Select the desired object from the object list.
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# Select Workflow Forms from the sub menu.
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# Select <b>Workflow Forms</b> from the objects sub-menu.
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# Select the Create Button.
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# Select the [Add new record] Button.
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# Enter the name of the Workflow Form into '''Form'''.
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# Enter the name of the Workflow Form into <b>Form</b>.
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# Click and drag '''Fields''' onto the '''Form'''.
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# Select whether the attached document will require <b>Document Approval</b>.
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# Select the '''Save form''' option.
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# 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>
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# Select the <b>Save form</b> option.
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<br>
  
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===Creating Workflow Actions===
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==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 '''Development''' TAB.
+
# 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 [Add new record] Button.
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# Select the '''Create action''' option.
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# Select the <b>Add Action</b> option. This will create a pop-up window.
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# Enter the '''Action name''' of the action.
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# Enter the <b>Action name</b> of the action.
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# Select the '''Trigger snippet''' from the drop down.<br/>This is the action that will take place on the data if this action is triggered.
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# 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.
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# Select the '''Assign to''' from the drop down.<br/>This is who can access and trigger this action.
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# Select the <b>Assign to</b> from the drop down.<br/>This is who can access and trigger this action.
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# Select the '''Trigger workflow''' from the drop down.<br/>This is the option to allow this action to start another specified workflow.
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# Select the <b>Trigger workflow</b> from the drop down.<br/>This is the option to allow this action to start another specified workflow.
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# Select the '''Change status to''' from the drop down.<br/>This changes the status of the current task in the WIP.
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# Select the <b>Change status to</b> from the drop down.<br/>This changes the status of the current task in the WIP.
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# Select the '''Completes Root Task''' from the drop down.<br/>This specifies whether this action completes the root task of the workflow.
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# Select the <b>Completes Workflow</b> from the drop down.<br/>This specifies whether this action completes the workflow.
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<br/>
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[[File:Workflow form actions.gif]]
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==Creating a Workflow Form(old)==
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<br/>
+
# After logging into the Subscribe-HR portal select the <b>Development</b> TAB.
−
[[File:subscribehr_logo.gif]]
+
# Select <b>Objects</b> Folder.
 +
# Select the desired object from the object list.
 +
# Select <b>Workflow Forms</b> SubFolder.
 +
# Select the [Add new record] Button.
 +
# Enter the name of the Workflow Form into <b>Form</b>.
 +
# Click and drag <b>Fields</b> onto the <b>Form</b>.
 +
# Select the <b>Save form</b> option.
 +
<br>
 +
 
 +
==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 <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>Create action</b> option.
 +
# 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 Root Task</b> from the drop down.<br/>This specifies whether this action completes the root task of the workflow.
 +
 
 +
<br><br>[[File:subscribehr_logo.gif]]

Latest revision as of 06:00, 9 April 2018

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

  1. After logging into the Subscribe-HR portal open the Development menu option.
  2. Select Objects from the menu.
  3. Select the desired object from the object list.
  4. Select Workflow Forms from the objects sub-menu.
  5. Select the [Add new record] Button.
  6. Enter the name of the Workflow Form into Form.
  7. Select whether the attached document will require Document Approval.
  8. The Form Designer builds the form to be filled out. Select the field you want included in the form, and press Add
  9. Select the Save form option.


Creating Workflow Actions

Workflow Actions describe what actions can be performed on this workflow form.

  1. After logging into the Subscribe-HR portal select the Development TAB.
  2. Select Objects from the menu.
  3. Select the desired object from the object list.
  4. Select Workflow Forms from the sub menu.
  5. Select the [Add new record] Button.
  6. Select the Add Action option. This will create a pop-up window.
  7. Enter the Action name of the action.
  8. Select the Trigger snippet from the drop down.
    This is the action that will take place on the data if this action is triggered.
  9. Select the Assign to from the drop down.
    This is who can access and trigger this action.
  10. Select the Trigger workflow from the drop down.
    This is the option to allow this action to start another specified workflow.
  11. Select the Change status to from the drop down.
    This changes the status of the current task in the WIP.
  12. Select the Completes Workflow from the drop down.
    This specifies whether this action completes the workflow.

Creating a Workflow Form(old)

  1. After logging into the Subscribe-HR portal select the Development TAB.
  2. Select Objects Folder.
  3. Select the desired object from the object list.
  4. Select Workflow Forms SubFolder.
  5. Select the [Add new record] Button.
  6. Enter the name of the Workflow Form into Form.
  7. Click and drag Fields onto the Form.
  8. Select the Save form option.


Creating Workflow Actions(old)

Workflow Actions describe what actions can be performed on this workflow form.

  1. After logging into the Subscribe-HR portal select the Development TAB.
  2. Select Objects from the menu.
  3. Select the desired object from the object list.
  4. Select Workflow Forms from the sub menu.
  5. Select the [Add new record] Button.
  6. Select the Create action option.
  7. Enter the Action name of the action.
  8. Select the Trigger snippet from the drop down.
    This is the action that will take place on the data if this action is triggered.
  9. Select the Assign to from the drop down.
    This is who can access and trigger this action.
  10. Select the Trigger workflow from the drop down.
    This is the option to allow this action to start another specified workflow.
  11. Select the Change status to from the drop down.
    This changes the status of the current task in the WIP.
  12. Select the Completes Root Task from the drop down.
    This specifies whether this action completes the root task of the workflow.



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