Using Processes

Initiating a Process

IMPORTANT! You can only perform an Initiate Process operation on objects that have been defined as workflow managed by the SmarTeam System Administrator.

In order to initiate a workflow process, the following actions need to be performed:

SmarTeam - Web Editor Limitations

  1. Appropriate authorizations must be assigned to the user in order to ensure that they can view/add/update attachment folders in SmarTeam - Web Editor.
  2. When working with SmarTeam - Web Editor, the user must define a special view to see the attachment folders and attached objects of a process.
  3. Currently, the link between attachment folders and attached objects cannot be viewed in SmarTeam - Web Editor.

To initiate a workflow process:

  1. From the Application Toolbar, select Initiate Process to display the Process List window to initiate a floating process, not linked to any specific object.
  2. OR

    In the Navigation Pane, locate the object for which you want to initiate a workflow process.

    Then, from the Edit Actions menu, select Initiate Process.

    The Select Process page appears.

    OR

    In the Search Results window, select the object(s) for which you want to initiate a workflow process.

    Then, from the Edit Actions menu, select Initiate Process.

    OR

    Display the object's profile card.

    Then, from the Edit Actions menu, select Initiate Process.

    The Select Process page appears.

    Link to Workflow%20process_new.gif

  3. Select the desired Process Name.
  4. The Process Profile Card appears in the right-pane.

A sample profile card for a General Flow Process is shown below:

Link to Sample%20Workflow%20Process_new1.gif

The information displayed in the profile card depends on the type of process selected and on the workflow settings defined by the system administrator. The following list presents examples of information that may be displayed in the profile card tabs: