Difference between revisions of "Creating a workflow template"
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Latest revision as of 16:15, 17 November 2019
REQUIREMENTS | |
Permission | Operation administrator and higher |
Connectivity | Online and partial offline |
This document describes how to create a new 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. See Workflow overview for more background information on this feature of the InfoEx application.
Creating a workflow template consists of three main steps:
- Creating a workflow template and choosing its general features
- Adding steps to the workflow template
- Saving the workflow template
Step-by-step description
Creating a workflow template and choosing its general features
1. | Click on WORKFLOWS in the main menu and select ‘Manage workflow definitions’. This will take you to the ‘Manage Workflows’ page of the InfoEx application (Fig. 1). | ||||
2. | Under the column heading 'Workflows' you will see a list of existing workflows (if any) and an Add New Workflow button. Clicking this button begins creation of a new workflow and opens the central panel of the screen with the title 'Workflow Settings' (Fig. 2). This is the area where you specify the general settings of your workflow. | ||||
4. | Enter a meaningful name for the workflow into the 'Name of Workflow' field. | ||||
5. | For workflow modules that involve data submission (Observations module, Snowpack module, Hazard assessment module, Hazard comment module), you need to associate your workflow to a location. Enter one or multiple locations into the 'Locations for Workflow' field by clicking on it and start typing. The dropdown list will show your location catalog filtered to what matches your typing.
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6. | Check the box to Enable a distribution list and then enter email addresses by clicking on the plus symbol. |
Adding steps to the workflow template
1. | To add a step to your workflow template, select one of the available modules from the dropdown list under the 'Workflow Steps' section title (Fig. 3). The currently available workflow modules include:
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2. | Click on Add New Step add a step of the chosen workflow module to your workflow (Fig. 3). This will add
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3. | Specify the module-specific settings for the workflow step. See the documentation on the individual workflow modules for more information on the available settings:
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4. | Click on Save Step to save the module-specific settings for the step that you just added to your workflow. | ||
5. | Repeat steps 1 to 4 until you have created your entire workflow.
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6. | To change the order of steps in your workflow, click on the label of your step under the 'Workflow Steps' section title and drag it up or down to the desired location within your workflow. | ||
7. | You can specify whether the steps in your workflow need to be completed in strict order (i.e., no skipping steps) by checking the checkbox provided as the last item under the 'Workflow Settings' column.
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Saving the workflow template
1. | Click on Save Workflow to save your workflow. |
Related documents
Functionality tested by
- Dec. 24, 2013: Pascal Haegeli