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Step Processor and Launch Processor
Basic features of work item pages
Launch a workflow
Select a response
Enter and view comments
Complete a work item
Reassign work
Return work
Save work-in-progress
Discard changes
View status
Work with attachments, fields, and workflow groups
  View and specify attachments
  Assign a document to an attachment array
  Specify field values
  Assign users to workflow groups

 

   

Use the Launch page

When you start a workflow, the launch page that displays can include the following:

  • Launch instructions: The instructions specify what you need to do to launch the workflow, if the workflow author included this information. For example, it might instruct you to enter a value in a specific data field or attach a document subsequent participants will need to see.

  • General tab: The Subject field is a description of the workflow specified by the workflow author; the subject displays in participants' Inboxes as the subject of each work item for this workflow. You can optionally modify the subject.

    Response options usually determine how the workflow progresses after you complete the work (for example, which step executes next). If there are response options, you are unable to launch a workflow until you select a response.

    In the Comments area, you can optionally enter comments, as appropriate. A tracker of this workflow can view these comments in the full version of the Tracker application. See Enter and view comments.

  • Attachments, Data fields, Workflow Groups: If tabs for attachments, data fields, or workflow groups are displayed, see the instructions for information about how to use these items to complete the work. See Assign a file or document to an attachment, Specify field values, and Assign users to workflow groups.

NOTE The launch page displays attachments, data fields, workflow groups, and responses only when they are used in the launch step.

Command buttons for the launch page

The following commands are available on the launch page.

Launch  Save any changes you made and route the work to the next step in the workflow.

Cancel  Discard any changes you made and do not launch the workflow.

Help  Display this help topic.