Difference between revisions of "Editing a workflow template"

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__NOTOC__
 
__NOTOC__
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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 only}}
  
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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.
  
 
==Step-by-step description==
 
==Step-by-step description==
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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 (Fig. 2). 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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|To '''edit the name for your workflow''', enter a new name into the 'Name of Workflow' field.  
 
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|class="StepNum" | 4.
 
|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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|To '''change the location association''' of your workflow, either click on the [[File:ButtonDelete.png]] button of the locations would like to delete from your workflow or start typing the name of the location you would like to add to your workflow and select it from the location dropdown list.
 
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|class="StepNum" | 5.
 
|class="StepNum" | 5.
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|[[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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|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.
 
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|class="StepNum" | 6.
 
|class="StepNum" | 6.
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|Select {{ButtonBlue|Save Workflow}} to save changes to the workflow permanently.
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|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.
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{{ListWorkflowModules|Settings}}
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|-
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|class="StepNum" | 7.
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|To '''delete a workflow step''' from your template, click on the [[File:ButtonTrash.png]] button on the right side of the label of the workflow step you would like to delete and confirm your decision to permanently delete the step by clicking {{ButtonGrey| Yes}} in the 'Confirm Delete' dialog box.
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|-
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|class="StepNum" | 8.
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|The '''change whether the steps in your workflow need to be completed in order''', check (strict order enforced) or uncheck (order not enforced) check checkbox at the bottom of the 'Workflow Steps' section.
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|-
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|class="StepNum" | 9.
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|Once you have completed your edits, click on {{ButtonBlue|Save Workflow}} in the central panel to save changes to the workflow template permanently.
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{{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.}}
 
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|}
  
 
==Related documents==
 
==Related documents==
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* [[Creating a workflow template]]
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{{PagesWorkflowAdmin}}
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* [[Deleting a workflow template]]
 
  
 
==Functionality tested by==
 
==Functionality tested by==
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* Date: Nov. 15, 2013 / John Kelly / QA Server / Version 3.0.0
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* Dec. 24, 2013: Pascal Haegeli
  
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[[Category:Workflows]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Workflows]][[Category:Version 3.4.0]]

Latest revision as of 16:01, 19 March 2017

REQUIREMENTS
Permission Operation administrator and higher
Connectivity Online only

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.

Step-by-step description

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 (Fig. 2). This will open the central panel of the page with the general settings for the workflow.
3. To edit the name for your workflow, enter a new name into the 'Name of Workflow' field.
4. To change the location association of your workflow, either click on the ButtonDelete.png button of the locations would like to delete from your workflow or start typing the name of the location you would like to add to your workflow and select it from the location dropdown list.
5. To add a new workflow step, see Adding steps to the workflow template for more details.
6. To edit the settings of an existing workflow step, click on the 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.
7. To delete a workflow step from your template, click on the ButtonTrash.png button on the right side of the label of the workflow step you would like to delete and confirm your decision to permanently delete the step by clicking Yes in the 'Confirm Delete' dialog box.
8. The change whether the steps in your workflow need to be completed in order, check (strict order enforced) or uncheck (order not enforced) check checkbox at the bottom of the 'Workflow Steps' section.
9. Once you have completed your edits, click on Save Workflow in the central panel to save changes to the workflow template permanently.
NOTE If you have changed the settings of any individual workflow steps, make sure that you click on Save Step for each of the modified steps before clicking on Save Workflow to permanently save the workflow changes.

Related documents

Functionality tested by

  • Dec. 24, 2013: Pascal Haegeli
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