Add or edit links from a document class to a workflow definition in the
Process Link Property dialog box. To access this dialog, see Manage
document class links.
NOTE To
create, edit, or delete a link between a workflow definition and
a document class in the Content Services (CS) library, you must
log on as a member of the Administrator's group.
To add a link from a document class to a workflow definition
On the Process Link Property dialog,
enter a link name.
The name you enter subsequently displays in a list
of workflows a user can choose to launch.
Click Browse and navigate to the
workflow definition for this link.
Select the workflow definition and click Open.
Select the version of the workflow definition. Note that you can have
links to multiple versions of a workflow definition; see Manage
updates to workflow definitions for details.
Enter the subject of the workflow.
The subject text displays as the subject of each work item in the
running workflow. This subject text replaces the original subject
specified by the workflow author in the workflow definition. This
subject text also becomes the subject in the list of workflow linked
to this document class.
Select the launch type: manual, or automatic when a document is added
or checked in.
Manual: A user can launch this
workflow from a document of the specified document class.
onAdd: The workflow is launched
automatically when a document is added to this document class.
onCheckin: The workflow is launched
automatically when a document is checked into this document class.
NOTE Your
system must be configured for automatic launch for this feature to
work at runtime. For instructions, see Launch
daemon (automatic workflow launching) and Integration
in the Help for Process Services Administrator.
In addition, as part of automatic launch you can optionally copy values
from the launching document's properties to data fields in the workflow.
See Save
document class properties to data fields on launch for details.
If you wish to specify document properties that will trigger the launch
of a workflow, click the Condition
button. See Specify Launch
Condition for details.
To edit an existing link
Following the appropriate steps above, modify one or more items in the
selected link:
Change the link name
Change the workflow subject
Change the launch type
NOTE A
link between a document class and a workflow definition is specific to
the workflow definition version. If a workflow definition changes, a new
version is created. To use the new version, create a link from the document
class to the new version of the workflow definition; see Manage
updates to workflow definitions.