About defining a workflow

A workflow definition is an electronic representation of the activities required to accomplish a business process. It acts as a processing template for routing the work to the specified participants and automated processes, along with data, attachments, and other information that is required to complete the activities.

Basic steps for creating a workflow definition

Analyze the
business process

Define the workflow

Link the workflow definition

Break the process down into units that correspond with workflow definition components.

Use Process Designer to specify the details of the process.

For each activity defined in the analysis, add a step and define who will process the step, and what data and attachments will be used in that activity.

To enable automatic launching of the workflow in response to an event, such as adding a particular class of document to the object store or library, define a subscription (Workplace or Workplace XT) to link the workflow definition to an appropriate document or document class in an object store or library.

 

Basic steps to create a workflow definition: analysis, workflow definition, linking