A workflow policy defines the relationship between a form template, a workflow definition, a form data entry template, and various mapping rules. For more detail on policies, entry templates, workflow definitions, and mapping fields in Workplace, see Get started with form policies.
NOTE
IBM FileNet Workplace XT
- Click Tools.
- Select Advanced Tools > Form Policies > Add.
- Click Select under Workflow Policy.
Workplace
- Click Author to access the Author page.
- Click Advanced Tools to open the Advanced Tools view of the Author page. Your site administrator determines if you have access to this feature.
- Click Add Form Policy.
- Click Select under Workflow Policy.
Steps to Create a Workflow Policy
- Select Workflow.
- Define Step Map (Launch Step Policy Wizard).
Steps to Create a Step Map
Steps to Create a Document Map
Save Policy Steps