Edit EnterWorks PIM Options - 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
The EnterWorks PIM Options (also called Enable PIM Options) provide the ability to link an EPX activity to a repository. Values either reference work item properties or they are literal words. Typically, an administrator will keep Repository Name, Repository Friendly Name, and Repository Id dynamic. However, in rare scenarios, they can have literal values, for example, the activity of processing a specific image of the DAMMaster repository.

To edit EnterWorks PIM Options:

  1. Log into EPX as an administrator.
  2. In the Navigator tree, expand Process Modeling > Process Flows.
  3. Right-click the desired flow and select Open.
  4. Open the Process Flow Modeler tab.
  5. Right-click a manual activity and select Properties.
  6. Open the Details tab.
  7. Scroll to Enable PIM Options and edit the settings as desired.
    Anytime you submit an item to a workflow there are properties that are attached to the work item. The following properties are always attached:
    • Repository Name
    • Repository Friendly Name
    • Repository Id
    • If you submit a preference: (Deprecated)
      • Preference Name (Deprecated)
      • Preference Id (Deprecated)
    • If you submit a saved set:
      • Saved Set Id
      • Saved Set Name
    • If you submit a search: (Deprecated)
      • Search Name (Deprecated)
      • Search Id (Deprecated)
      • Additional Search Attribute (Deprecated)
    • Item Ids: If more than one item is selected, values will be in a comma separated list format.

    The following options allow you to add additional information to submit to the workflow. Values that are between two percent signs are a dynamic reference to an attribute inside an associated repository's profile.

    • Task Name: Provides an overview of the process flow activity.
    • Task Instructions: Informs the user what actions need to be done.
    • Task Role: Informs the user the role assigned to a task.
    • Task Status: Allows the user to manage the status of a task. The value specified will be the default value.
    • Task Icon: Requires the URL of a 16x16 pixels icon.
    • Task Notification: Option for notifications to the user when they view the work item in the EnterWorks UI. This is typically set to the %workflowCommentHistory% property reference.
    • Task Object: References the object the activity will act upon. If you know it will be a saved set, then specify the saved set name. If you know it will be a record, then specify the name of the record. If you leave Task Object blank, it will not appear.
    • Allow Reassign: Future feature that allows users to reassign their own tasks to someone else.
    • Allow Listing Send: This option controls whether or not the work item can be sent directly from the Active Work Items list in the Workflow Task Manager.
    • Listing Viewer Type: When a user is viewing the Workflow Task Manager, they can be redirected to:
      • Editor: The Detail Editor tab.
      • Listing: A record listing of repository records associated with the work item (for example, in the referenced saved set).
      • Listing Preference
    • Work Item Type: References an EPX Work Item Type and allows EnterWorks to render the workflow submission screen based on the work item type selected during the initial workflow submission or upon completion of an activity. If a Work Item Type is specified (recommended), the Task Attribute JSON field is disabled.
    • Task Attribute JSON: Specifies the content of the submission form when creating or advancing a work item for a record. This is only required if a Work Item Type is not selected. The data inside the square bracket is a JSON array object. Everything inside each curly bracket is one attribute. For each attribute, there is:
      • name: The name of attribute.
      • default: The default value.
      • type: Determines an HTML control type.
        • Type 0: Text box
        • Type 1: Dropdown select box
        • Type 2: Select area box
        • Type 3: Checkbox
        • Type 4: Radio selection
        • Type 5: Hidden
      • list: Values for the control type.
      • The second attribute contains "name" : "workflowComment". By specifying workflowComment, The user can enter a comment into a comment history that other users can view.