Difference between revisions of "Executing a workflow instance"
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− | |[[File:WorkflowProgressSteps.png|300px|thumb|right|Fig. 2: Workflow progress]]After | + | |[[File:WorkflowProgressSteps.png|300px|thumb|right|Fig. 2: Workflow progress]]After the necessary information has been loaded, the workflow will begin with the first step. The list of workflow steps is presented at the top of the workflow screen below the workflow title. |
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+ | ===Step 2: Starting the desired workflow=== | ||
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|[[File:WorkflowProgressControls.png|300px|thumb|right|Fig. 2 Workflow progress controls]]To move between steps use the controls at the top right of the workflow area (see Figure 2). | |[[File:WorkflowProgressControls.png|300px|thumb|right|Fig. 2 Workflow progress controls]]To move between steps use the controls at the top right of the workflow area (see Figure 2). | ||
{{Note|Only the advance arrow will be enabled if the workflow design specified 'steps need to be completed in order' (see [[Creating a workflow template]]).|NoteWithImage}} | {{Note|Only the advance arrow will be enabled if the workflow design specified 'steps need to be completed in order' (see [[Creating a workflow template]]).|NoteWithImage}} |
Revision as of 11:15, 31 December 2013
REQUIREMENTS | |
Permission | Submission Moderator and higher |
Connectivity | Online and offline |
This document describes how to execute a workflow instance from an existing workflow template during regular operations.
Background
A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. See the following documents for more background information on workflows:
Executing a workflow instance involves three main steps:
- Starting the desired workflow
- Completing the steps included in the workflow
- Saving and sharing the results of a workflow with the InfoEx community
Step-by-step description
Step 1: Starting the desired workflow
1. | From the 'Workflows' menu select the workflow you want to execute and click on 'start new'. You need to be a Submission Moderator to have access to this menu item. The system will now load the necessary information for executing the chosen workflow.
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2. | After the necessary information has been loaded, the workflow will begin with the first step. The list of workflow steps is presented at the top of the workflow screen below the workflow title. |
Step 2: Starting the desired workflow
1. | To move between steps use the controls at the top right of the workflow area (see Figure 2).
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6. | At any time you can select Discard & Exit from the workflow controls (see Figure 2) this will delete all trace of the workflow execution and no information will be submitted to the infoEx server. | ||
7. | At any time you can select Save & Exit from the workflow controls (see Figure 2) this will save a local copy of the workflow execution to date as well as share the saved information between all enabled local computers within an operation. However, no information will be shared with the infoEx server. | ||
8. | When the Submit button activates by turning blue Submit you may submit all entered information to the infoEx Server
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Related documents
Functionality tested by
- Nov. 17, 2013: John Kelly / Training / Version 3.1.0