Define workflow properties
You can specify the properties of either a single workflow definition or the workflow collection. For the current workflow definition, specify properties such as
the name and subject, the data fields, attachments, workflow groups, and milestones you will use
for any steps in the workflow, and any submaps. For the workflow collection, specify the properties, such as the name of the workflow collection.
Your IBM FileNet license agreement determines the level of functionality that you see in Process Designer. As a consequence, some of the options described here might not be available for your system. See your system administrator for more information.
To define properties for the current workflow definition
- Click Action > Workflow Properties to display the Workflow Properties dialog box.
- Select the tab and enter the appropriate information.
General: Specify a name
for the workflow definition; specify the subject, description, and any deadline for the workflow.
Advanced: Choose a roster
and event
log; specify the condition expression that uniquely identifies a particular workflow; specify rule sets.
Data Fields: Define
each data field that will be used in any step in the workflow.
Attachments: Specify
an attachment for each document or other file that will be used in any step in the workflow.
Workflow Groups:
Assign a tracker
for this workflow; define any named group of users who will participate in the workflow.
Maps: Create or manage workflow maps.
Milestones: Define
any milestones or assignments that will be used at any step.
Web Services: Define Partner Links, XML data fields, and XML schemas for invoking or providing Web Services as part of the workflow definition.
To define properties for the workflow collection
- Click File > Workflow Collection Properties to specify the properties for the collection, such as the name of the workflow collection. You can specify the name of the application space that will use workflows in this collection.
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