For information about using Workflow in the Workflow Task Manager, see Workflow.
Send Records to Workflow
Note: If a record is already active in a workflow, a new work item cannot be
launched for the record.
To send one or more records from a repository to a workflow:
- Open the desired repository in a Repository View. To do so, open the Feature sidebar, select the desired folder, and select the desired repository.
- Select one or more records to send to Workflow. Note that once a work item has been created, additional records cannot be added to it.
- Open the More Actions dropdown menu by clicking the
icon on the
Repository View's activity bar and select Send to Workflow. - A Workflow Submission window will appear. It lists one or more workflows the
records may enter.
- Select a workflow to expand it.
- Edit the contents of the Workflow Submission window as desired.
- To create a work item and send it to Workflow, select Start.
- The Workflow Submission window will close. Refresh the Repository View to show
that the selected records are being processed in a workflow. The Locked In
Workflow indicator
will appear next
to the Status indicator of records that are in workflow.
View a Work Item
To view a work item in the Detail Editor:
- Open the desired repository in a Repository View. To do so, open the Feature sidebar, select the desired folder, and select the desired repository.
- The In Workflow indicator will appear next to the Status indicator of records that are
in workflow.
- Select the desired record and click the Edit button in the Repository View's activity bar. The record will be opened in the Detail Editor. An In Workflow indicator will appear next to the record's summary information.
- To see the record's work item information, open the desired Work Item
dropdown in the record's summary information.
Advance a Work Item
To advance a work item:
- View the record's work items as described in View a Work Item.
- Select the desired work item to expand it.
- Edit the work item as desired.
- When the work item is complete, click the Send button. The work item will be submitted back to the workflow and sent to the next workflow activity.