Difference between revisions of "Creating a workflow template"
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{|class="TblSteps" | {|class="TblSteps" | ||
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| − | |class="StepNum" |1 | + | |class="StepNum" | 1. |
| − | | | + | |login to the infoEx system with an account that has Operation Administrator privileges. |
| − | |||
| − | |||
|- | |- | ||
| − | |class="StepNum" |3 | + | |class="StepNum" | 2. |
| + | |f you are enabled in more than one operation you must select an operation on the first screen after logging in. | ||
| + | |- | ||
| + | |class="StepNum" | 3. | ||
|TASK 1: Create a new workflow | |TASK 1: Create a new workflow | ||
|} | |} | ||
| + | |||
a. Go to the ‘workflows’ selection in the main menu and select ‘manage work flow definitions’. This will take you to the ‘Manage Workflows’ page | a. Go to the ‘workflows’ selection in the main menu and select ‘manage work flow definitions’. This will take you to the ‘Manage Workflows’ page | ||
b. You are now presented with two headings: ‘Workflows’ and ‘Add Step’. To create a new workflow select ‘add’ under ‘Workflow’. The ‘Add Workflow’ pop-up window appears. | b. You are now presented with two headings: ‘Workflows’ and ‘Add Step’. To create a new workflow select ‘add’ under ‘Workflow’. The ‘Add Workflow’ pop-up window appears. | ||
c. In the ‘Add Workflow’ pop-up window enter the following information for the new workflow: | c. In the ‘Add Workflow’ pop-up window enter the following information for the new workflow: | ||
Revision as of 13:00, 19 October 2013
| REQUIREMENTS | |
| Permission | Operation administrator and higher |
| Connectivity | Online and partial offline |
This document describes how to create a 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. Creating a workflow consists of two main tasks:
- Defining the workflow name and choosing its general features
- Adding at least one workflow step
Step-by-step description:
| 1. | login to the infoEx system with an account that has Operation Administrator privileges. |
| 2. | f you are enabled in more than one operation you must select an operation on the first screen after logging in. |
| 3. | TASK 1: Create a new workflow |
a. Go to the ‘workflows’ selection in the main menu and select ‘manage work flow definitions’. This will take you to the ‘Manage Workflows’ page b. You are now presented with two headings: ‘Workflows’ and ‘Add Step’. To create a new workflow select ‘add’ under ‘Workflow’. The ‘Add Workflow’ pop-up window appears. c. In the ‘Add Workflow’ pop-up window enter the following information for the new workflow:
