Defining Workflows
From Subscribe-HR Wiki Help
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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. | ||
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===Creating a Workflow Form=== | ===Creating a Workflow Form=== | ||
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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. | # Select the '''Change status to''' from the drop down.<br/>This changes the status of the current task in the WIP. | ||
# Select the '''Completes Root Task''' from the drop down.<br/>This specifies whether this action completes the root task of the workflow. | # 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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Revision as of 03:28, 5 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 from the menu.
- Select the desired object from the object list.
- Select Workflow Forms from the sub menu.
- 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.
