Add or edit links from a document to a workflow definition in the Process
Link Property dialog. To access this dialog, see Manage
document links.
NOTE To
create, edit, or delete a link between a workflow definition and
a document in the Content Services (CS) library, you must own both
the workflow definition and the document.
To add a link from a document to a workflow definition
On the Process Link Property dialog,
enter a link name.
A list of workflows displays, allowing the user to
choose a workflow 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 link
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.
Select the launch type: manual or automatically when a document is
checked in.
Manual: A user can launch this
workflow from a selected document.
onCheckin: The workflow is launched
automatically when a version of this document is checked into the
library. 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 Service 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.
You can limit documents that can launch a particular workflow by specifying
document properties. To specify document properties that will trigger
the launch of a workflow, click the Condition
button.
For example, you might specify that a document that launches your workflow
must contain the property "acceptable". Specify that property
in the Launch Condition dialog box by clicking the Condition
button.
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 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, you must create a link from the document
to that version of the workflow definition; see Manage
updates to workflow definitions. By contrast, when you create a new
version of a document that is linked to a workflow definition, it is not
necessary to create a new link. The existing link is maintained.