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Process Reference  
Linking
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Manage document links
Manage document class links
Manage workflow links
Manage updates to workflow definitions
   

Add or edit a document class link

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

  1. 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.

  2. Click Browse and navigate to the workflow definition for this link.
  3. Select the workflow definition and click Open.
  4. 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.
  5. 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.

  6. 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.

  7. 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.