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About launching a workflow
Launching a workflow begins the process specified in the workflow
definition. You can launch a workflow either manually or automatically
from a document or from a workflow definition file.
NOTE To
launch from a document, the document (or the document class to which it
belongs) must be associated with a workflow definition. For information
on associating a document or document class with a workflow definition,
see one of the following:
- For Workplace, see Workflow subscriptions
in Concepts: event actions and subscriptions.
- For FileNet Web Services Client
or Open Client, see the online Help for Linker.
A workflow can also be configured to launch automatically as the result
of adding or saving a document in a particular document class.
Manually launch from a workflow definition file or
from a document
- In Workplace, complete the following steps:
- Locate the appropriate workflow definition file or document in
the object store.
- From the Information page, select Launch.
See Manually launch a workflow in the Workplace Help under
Tasks.
- In FileNet Web Services Client
or Open Client,
complete the following steps:
- Locate the appropriate workflow definition or linked
document in a Content Services library.
- Select Launch workflow from the
toolbar. If the selected document or workflow definition is linked
to more than one workflow definition, you can select which workflow
to run.
Launching from a document
If a selected document or document class to which the document belongs
is associated with multiple workflow definitions, you can select the workflow
definition to launch from the list of links. If the workflow definition
has an initiating
attachment, the selected document is automatically assigned to the
attachment.
Launching from a workflow definition
When you launch from a workflow definition, you can choose one of the
following:
- Start the process specified in the selected workflow definition.
If the selected workflow definition has not been
linked with another workflow definition, this will be the only option
available. If the selected workflow definition has an initiating attachment,
there will be no target for that attachment.
- Choose another workflow definition that is linked to the select workflow
definition file.
In this case, the second workflow will run and,
if that workflow has an initiating attachment, the originally selected
workflow will be the target for that attachment.
NOTE
To launch from the workflow definition file, the workflow definition must have
been transferred to the Process Engine prior to launch.
Automatically launch a workflow
- For Workplace: A workflow subscription defined
for a class (document, folder, or custom object) can automatically launch
a workflow based on actions such as adding a custom object to the class
or checking in a new version of a document in the class. A workflow
subscription can also be defined on an individual document, folder,
or custom object. The actions that can trigger automatic launch differ
depending on whether the subscription is defined on a document, folder,
custom object, or class. For example, to launch a workflow automatically
each time a document is checked in, you can assign a subscription to
the document's class. Similarly, to launch a workflow automatically
each time an object is added or removed from a specific folder, you
can assign a subscription to the folder's class. For further information
on defining a workflow subscription, see Workflow subscriptions
in Workplace online Help Concepts: event actions and subscriptions.
- For FileNet Web Services Client
or Open Client: In the Link definition that associates a workflow
definition with a document class or document, an administrative user can specify
that a workflow will launch automatically when a document belonging to a specific
document class is added or checked into the library, or when a version of
a specific document is checked in. See the online Help for Linker for additional
information.
Launch from Process Designer
The workflow author can launch a workflow directly from Process Designer. This
provides a convenient way to test a workflow definition during the design process.
For further information, see Launch a workflow from Process Designer
in the Process Designer
online Help.
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