System Administration

Register Workflow Views

Once the view is created, the view must be registered in the platform. Each row in this view represents one email. If this view includes two rows for a specific key from the source page, two emails are sent.

To register a workflow view:

  1. Select WebApps in theNavigation pane.

  2. Click Pages for a WEB APP NAME.

  3. Click Events for a DESCRIPTION.

    NOTE: The DESCRIPTION is the name of the page.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Page Events page.

  4. Select an option from the EVENT list box.

  5. The ACTIVE check box is enabled by default.

  6. Select an option from the EVENT PROCESS TYPE ID list box.

  7. Click Save; the Vertical View displays.

  8. Enter the Pre Message, Post Message and Comments for the event on the General tab.

    NOTE: It is very unlikely that a user will need to change the options in the Advanced Properties tab (step #9) when setting up a workflow. Most users can skip this step and continue with step #10.

  9. Click the Advanced Properties tab.

    1. Select an option from the Transaction Method list box.

    2. Select an option from the Function list box.

    3. Select an option from the Event Level list box.

    4. Click the Public check box to enable it, allowing the event to be called via a Business Rule from a page in any WebApp.

    5. Select an option from the Page View Type list box.

  10. Click Save.

  11. Click Business Rules for an EVENT.

    NOTE: The business rule will run when this event is executed.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Page Business Rules page.

  12. Enter the value in PRIORITY field.

    NOTE: If multiple business rules exist for the page, this number indicates the order in which they are run.

  13. Verify ACTIVE check box is enabled.

  14. Select Workflow from PROCEDURE TYPE list box.

  15. Click Save; Vertical View displays.

  16. Select the workflow view from the Alternate View list box.

  17. Select a value from the Message Type ID list box.

  18. Enter a description in Comment field.

  19. Select an ID from Link User ID field.

    NOTE: The Link User ID is used for anonymous users. This list box displays all Anonymous user accounts. Refer to the Workflow Views Overview for more information on creating an anonymous user account.

  20. Enter a value in Link Expire Days.

    NOTE: Link Expire Days controls the number of days the workflow link is active and therefore accessible.

  21. Click Link Reuse check box.

    NOTE: Link Reuse enables the workflow link to be used multiple times until it expires. Otherwise, the user is denied access to the workflow link after one use.

  22. Select an ID from Link to Page ID list box.

    NOTE: The Link to Page ID field controls the page that opens when the user clicks the link. Options in this list box display as [Component Name : Page Name], e.g., Collect : Copy Targets.

  23. Click the Link To Page Restricted check box to enable it.

    NOTE:  The Link To Page Restricted restricts page access between two pages bound by key fields. Disable the check box to deactivate the option and allow a link from one page to another without restrictions. This property is used in conjunction with the Binding Field Names option.  Normally when two pages contain shared key fields (such as Orders and Order Details), restrict the link to page by binding key. Turning this option off allows the user to link from one page to another without restriction.

  24. Enter field names in Binding Field Names field, if applicable.

    NOTE: Binding fields are required when the primary keys are not available or if the primary keys have different names. They are needed when the linking relationship cannot be inferred, because keys are either not defined or have different names from parent to child. Specify them here as one or more parent=child pairs, separated by commas. For example: CustomerID=CustID; or EmployeeID=EmployeeID, Department=DepartNo. (=child portion may be omitted if names are not different.)

  25. Click the + next to Advanced Properties label to configure additional workflow properties.

  26. Click the Run On Validate check box to execute the workflow if the corresponding validation rule returns zero records or if it returns records with a severity level less than Error.

  27. Click the Run On Validate Fail check box to execute the workflow if the corresponding validation rule returns any record that fails with a severity level of Error.

  28. Click the Force Foreground Execution check box to execute the workflow in the foreground.

    NOTE: If the user should be notified that a workflow is being sent, then it should be set to run in the foreground.  If the workflow will take a long time to send (e.g. emails are being sent to many users) than it might be better to run in the background.

  29. Click the Workflow Fields button to configure the workflow fields. Refer to Configure Workflow Fields for more information about configuring the workflow email sent with this workflow.

  30. Click the Workflow Links button to create custom workflow links. Refer to Configure Workflow Links for more information.

    NOTE: The Workflow Links button is not accessible until Save is clicked.

  31. Click Save.

See this topic in Version 7.0.2

See this topic in Version 7.0.1