Difference between revisions of "Editing a workflow template"
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| − | |[[File:SelectManageWorkflowDefinition.png|300px|thumb|right|Fig. 1: Select Manage Workflow Definitions]] Under the Menu Workflows select 'Manage Workflow Definitions' | + | |[[File:SelectManageWorkflowDefinition.png|300px|thumb|right|Fig. 1: Select Manage Workflow Definitions]] Under the Menu Workflows select 'Manage Workflow Definitions' (Fig. 1). |
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| − | |[[File:SelectEditWorkflow.png|300px|thumb|right|Fig. | + | |[[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). |
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Revision as of 10:13, 19 November 2013
| REQUIREMENTS | |
| Permission | Operation administrator and higher |
| Connectivity | Online and partial offline |
This document describes how to edit an existing workflow in the infoex system.
Background
A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Workflows are custom designed for each operation. Each operation must also manage their own workflows. This document provides information on how to edit a workflow that has been previously created.
Step-by-step description
| 1. | login to the infoEx system with an account that has Operation Administrator privileges. |
| 2. | if you are enabled in more than one operation you must select an operation on the first screen after logging in. |
| 3. | Under the Menu Workflows select 'Manage Workflow Definitions' (Fig. 1). |
| 4. | Find the workflow that you want to delete under 'Workflow'. To the right of the workflow name are two small icons that allow management of that specific workflow |
| 5. | Select  to retrieve the workflow settings. The general workflow settings can be directly edited. Individual steps can be edited or deleted by selecting the or  button associated with each step (Fig. 2).
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| 6. | Select Save Workflow to save changes to the workflow permanently. |
Related documents
Functionality tested by
- Date: Nov. 15, 2013 / John Kelly / QA Server / Version 3.0.0
