Difference between revisions of "Editing a workflow template"

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{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online and partial offline}}
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{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online online}}
  
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This document describes how to edit an existing workflow in the infoex system.
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This document describes how to edit an existing [[Definitions#WorkflowTemplate|workflow template]] in the InfoEx system.
  
 
==Background==
 
==Background==
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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.
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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.
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The following information assumes you are logged in to the InfoEx application and you have selected an operation (if you have more than one valid operation).
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Editing a workflow template consists of three main steps:
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# [[#Editing the general settings of a workflow template|Editing the general settings of a workflow template]]
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# [[#Editing the settings of a workflow step|Editing the settings of a workflow step]]
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# [[#Saving the modified workflow template|Saving the modified workflow template]]
  
 
==Step-by-step description==
 
==Step-by-step description==
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===Editing the general settings of a workflow template===
  
 
{|class="TblSteps"
 
{|class="TblSteps"
 
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|class="StepNum" | 1.
 
|class="StepNum" | 1.
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|login to the infoEx system with an account that has Operation Administrator privileges.
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|[[File:SelectManageWorkflowDefinition.png|300px|thumb|right|Fig. 1: Select Manage Workflow Definitions]] Click on 'Manage Workflow Definitions' under the WORKFLOWS item in the main menu bar (Fig. 1).
 
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|class="StepNum" | 2.
 
|class="StepNum" | 2.
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|if you are enabled in more than one operation you must select an operation on the first screen after logging in.
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|[[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.  
 
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|class="StepNum" | 3.
 
|class="StepNum" | 3.
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|[[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. 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.
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|class="StepNum" | 4.
 
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|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
 
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|class="StepNum" | 5.
 
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|[[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.
 
 
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|class="StepNum" | 6.
 
|class="StepNum" | 6.

Revision as of 15:42, 24 December 2013

REQUIREMENTS
Permission Operation administrator and higher
Connectivity Online online

This document describes how to edit an existing workflow template in the InfoEx system.

Background

A 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.

Editing a workflow template consists of three main steps:

  1. Editing the general settings of a workflow template
  2. Editing the settings of a workflow step
  3. Saving the modified workflow template

Step-by-step description

Editing the general settings of a workflow template

1.
Fig. 1: Select Manage Workflow Definitions
Click on 'Manage Workflow Definitions' under the WORKFLOWS item in the main menu bar (Fig. 1).
2.
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 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.
3.
Fig. 2 : Editing a workflow
Click on the 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 ButtonEdit.png or ButtonTrash.png button associated with each step.
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
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