Create a Work Item Type - Precisely_EnterWorks - EnterWorks - 11.0

EnterWorks Guide
Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks
Precisely EnterWorks > EnterWorks
Version
11.0
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks Guide
Copyright
2024
First publish date
2007
Last updated
2025-01-07
Published on
2025-01-07T07:44:20.997352

When a record, multiple records, or a saved set are sent to a workflow, the EnterWorks New UI will display a Workflow Submission pane. This pane is rendered based on the specified EPX Work Item Type. A Work Item type allows administrators to specify what input should be gathered from the user and how the input should be submitted.

For detailed information about configuring, monitoring, or using EPX, see EnterWorks EPX Workflow Guides.

To create a Work Item Type:

  1. Log into EPX Design Console as an administrator.
  2. In the Navigator tree, expand Process Modeling.
  3. Right-click Work Item Types and select New.
  4. Edit the configuration fields as desired:
    1. General tab:
      1. Name: The Work Item Type's name.
      2. Description: A description of the Work Item Type.
    2. MetaData tab:
      1. Right-click inside the table and select Add.
      2. There are many different combinations of HTML input fields you can create. For this example, we are going to create a dropdown menu.
        1. Name: The name for the property that is to be defined in the Work Item.
        2. Data Type: String
        3. Label: Enter the text you want to appear on the Workflow Submission screen, such as "Submission Type".
        4. HTML Input Type: List.
        5. Value: Enter a default value for the dropdown menu, for example, "approval". This must be one of the values you later define. If you do not want to have a default value, leave this field blank.
        6. Right-click in the Possible Values table and select Add….
        7. The Possible Values editor will open. Add the possible values for the list:
          1. Name: Enter the dropdown menu's name.
          2. Right-click in the table below the Name field and select Add….
          3. The Value editor will open. Enter the possible value's configuration options:
            1. Code: Enter the value you want associated with that item, for example, "approval".
            2. Meaning: Enter the label the user will see and select when they look at the dropdown menu, such as "Approval".
            3. Click OK to return to the Possible Values editor.
          4. Follow the same steps to create possible values for "Review" and "Use".
          5. Click OK to return to the Metadata editor.
        8. Check the Use column's checkbox for the checkbox for the newly created possible value.
        9. Click OK to return to the WorkItemType editor.
      3. Click Apply.
      4. Click OK.