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Process Reference  
Process Designer
Getting Started
Workflow Properties
  General properties
  Advanced properties
  Attachments
    Define an attachment
  Participants
    Assign Trackers
    Define a workflow group
  Data fields
    Define a data field
  Milestones
    Define a milestone
    Milestone usage
  Submaps
    Create and manage submaps
    Submap usage
  Specify field usage in steps
  Select existing fields
  Field merge types
  Expression builder
Steps
Routes
Validate & Launch
   

Workflow properties - Advanced

On the Advanced tab of the Workflow Properties dialog, specify the following items for advanced functionality.

Roster

  • In the Roster list, you can select an alternate roster that has been defined by your workflow system administrator.
  • NOTE After the workflow definition is transferred to the workflow database, you cannot change the roster. The specified roster is in effect for all versions of the workflow definition. See About transfer for additional information.

Event log

  • In the Event Log list, you can optionally select an event log file that has been defined by your workflow system administrator.

Condition identifier

  • In the Condition Identifier field, enter an expression that will identify a specific work item at runtime.

    For example, in a workflow dealing with customer service, the expression might be a field containing a customer number. This value can be used by the WaitForCondition system function to identify a specific waited-for work item. See About WaitForCondition processing.

  • TIP For the Condition Identifier, we recommend not using fields of type float because the exact value of a float is not guaranteed. If you use float fields, use two conditions to enclose the expected value (for example, when testing for 1, use '< 1.1' and '>0.9').

Rules

  • If your system is configured for rules and you will use rules in the workflow, specify rule sets to be run at particular steps in the workflow. (If your system is not configured for rules, the Rule Sets table is not displayed.) See About rules for additional information about configuring and using rules functionality.
    • In the Workflow Properties dialog, specify one or more rule set names in the Rule Sets table.
  • When you transfer the workflow definition to the Process Engine, the rule sets you define will be transferred to the Rules Engine to create a rule set skeleton, along with the data fields (system fields and user-defined fields) defined in the workflow properties. The Business Analyst uses the rule set skeleton to define individual rules that belong to the rule set and use the available data fields.
  • When the rules sets are defined, you can click the Rule Sets Usage button to specify which steps will use that rule set and in what stage of the step the rule will execute. See Rule set usage dialog for additional information. As an alternative, you can specify a rule set in the step properties for each step that will use that rule set.
  • TIP In the step properties, you can select rule sets and change the execution order. For information about specifying rules in the properties of the selected step see General steps - Rules (or the appropriate topic for other types of steps—Submap step, System step, and so on.)