Editing a workflow template - Revision history

Admin: /* Step-by-step description */

2017-03-20T00:01:52Z

‎Step-by-step description

Pascal: /* Step-by-step description */

2013-12-25T00:35:05Z

‎Step-by-step description

Pascal: /* Related documents */

2013-12-25T00:33:46Z

‎Related documents

Pascal at 00:21, 25 December 2013

2013-12-25T00:21:40Z

Pascal: /* Step-by-step description */

2013-12-25T00:21:11Z

‎Step-by-step description

Pascal: /* Step-by-step description */

2013-12-25T00:19:57Z

‎Step-by-step description

Pascal at 00:19, 25 December 2013

2013-12-25T00:19:38Z

Pascal at 23:42, 24 December 2013

2013-12-24T23:42:50Z

John: /* Background */

2013-11-30T22:16:39Z

‎Background

John: /* Step-by-step description */

2013-11-19T18:15:44Z

‎Step-by-step description

@@ Line 26: / Line 26: @@
 |To '''add a new workflow step''', see [[Creating a workflow template#Adding steps to the workflow template|Adding steps to the workflow template]] for more details.
 |-
-|class="StepNum" | 5.
+|class="StepNum" | 6.
 |To '''edit the settings of an existing workflow step''', click on the [[File:ButtonEdit.png]] button on the right side of the label of the workflow step you would like to edit to open the 'Step Settings' panel. Click on the links below for more information in the workflow module-specific settings.
-{{ListWorkflowModules}}
+{{ListWorkflowModules|Settings}}
 |-
 |class="StepNum" | 7.

@@ Line 28: / Line 28: @@
 |class="StepNum" | 5.
 |To '''edit the settings of an existing workflow step''', click on the [[File:ButtonEdit.png]] button on the right side of the label of the workflow step you would like to edit to open the 'Step Settings' panel. Click on the links below for more information in the workflow module-specific settings.
-* Modules involving data entry and submission
+{{ListWorkflowModules}}
 |-
 |class="StepNum" | 7.

@@ Line 49: / Line 49: @@
 ==Related documents==
-* [[Creating a workflow template]]
+{{PagesWorkflowAdmin}}
 ==Functionality tested by==

@@ Line 1: / Line 1: @@
 __NOTOC__
-{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online online}}
+{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online only}}
 This document describes how to edit an existing [[Definitions#WorkflowTemplate|workflow template]] in the InfoEx system.

@@ Line 45: / Line 45: @@
 |class="StepNum" | 9.
 |Once you have completed your edits, click on {{ButtonBlue|Save Workflow}} in the central panel to save changes to the workflow template permanently.
-{{Note|If you are changing the settings of an individual workflow step, make sure that you click on {{ButtonBlue|Save Step}} before clicking on {{ButtonBlue|Save Workflow}}.}}
+{{Note|If you have changed the settings of any individual workflow steps, make sure that you click on {{ButtonBlue|Save Step}}  for each of the modified steps before clicking on {{ButtonBlue|Save Workflow}} to permanently save the workflow changes.}}
 |}

@@ Line 15: / Line 15: @@
 |-
 |class="StepNum" | 2.
-|[[File:SelectEditWorkflow.png|300px|thumb|right|Fig. 2 : Editing a workflow]] Find the workflow that you want to edit in the list of existing workflow templates under the 'Workflows' section title and click on the the [[File:ButtonEdit.png]] button to the right of the workflow name. This will open the central panel of the page with the general settings for the workflow.
+|[[File:SelectEditWorkflow.png|300px|thumb|right|Fig. 2 : Editing a workflow]] Find the workflow that you want to edit in the list of existing workflow templates under the 'Workflows' section title and click on the the [[File:ButtonEdit.png]] button to the right of the workflow name (Fig. 2). This will open the central panel of the page with the general settings for the workflow.
 |-
 |class="StepNum" | 3.

@@ Line 6: / Line 6: @@
 ==Background==
 A [[Definitions#WorkflowTemplate|workflow template]] links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Workflow templates are custom designed by each operation and internally managed by users of the operation with Operation Administrator permissions. This document provides information on how to edit a workflow template that has been previously created.
 ==Step-by-step description==
 {|class="TblSteps"
@@ Line 22: / Line 15: @@
 |-
 |class="StepNum" | 2.
 |[[File:SelectEditWorkflow.png|300px|thumb|right|Fig. 2 : Editing a workflow]] Find the workflow that you want to edit in the list of existing workflow templates under the 'Workflows' section title and click on the the [[File:ButtonEdit.png]] button to the right of the workflow name. This will open the central panel of the page with the general settings for the workflow.
 |-
 |class="StepNum" | 3.
-|[[File:SelectEditWorkflow.png|300px|thumb|right|Fig. 2 : Editing a workflow]] Click on the [[File:ButtonEdit.png]] (Fig. 2) to retrieve the workflow settings. The general workflow settings can be directly edited. Individual steps can be edited or deleted by selecting the [[File:ButtonEdit.png]] or [[File:ButtonTrash.png]] button associated with each step.
+|To '''edit the name for your workflow''', enter a new name into the 'Name of Workflow' field.
 |-
-|class="StepNum" | 6.
+|class="StepNum" | 9.
-|Select {{ButtonBlue|Save Workflow}} to save changes to the workflow permanently.
+|Once you have completed your edits, click on {{ButtonBlue|Save Workflow}} in the central panel to save changes to the workflow template permanently.
 |}
@@ Line 36: / Line 53: @@
 ==Functionality tested by==
-* Date: Nov. 15, 2013 / John Kelly / QA Server / Version 3.0.0
+* Dec. 24, 2013: Pascal Haegeli
-[[Category:Workflows]]
+[[Category:Super User]][[Category:Operation Administrator]][[Category:Workflows]][[Category:Version 3.4.0]]

@@ Line 24: / Line 24: @@
 |-
 |class="StepNum" | 5.
-|[[File:SelectEditWorkflow.png|300px|thumb|right|Fig. 2 : Editing a workflow]] Select [[File:ButtonEdit.png]] to retrieve the workflow settings. The general workflow settings can be directly edited. Individual steps can be edited or deleted by selecting the [[File:ButtonEdit.png]] or [[File:ButtonTrash.png]] button associated with each step (Fig. 2).
+|[[File:SelectEditWorkflow.png|300px|thumb|right|Fig. 2 : Editing a workflow]] Select [[File:ButtonEdit.png]] (Fig. 2) to retrieve the workflow settings. The general workflow settings can be directly edited. Individual steps can be edited or deleted by selecting the [[File:ButtonEdit.png]] or [[File:ButtonTrash.png]] button associated with each step.
 |-
 |class="StepNum" | 6.