Modify a workflow policy

Use the procedure below to access the workflow policy creation wizard in modify mode. 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.

To modify a workflow policy:

  1. Locate the workflow policy in the object store.
  2. Right-click the policy link and select Modify Workflow Policy. The workflow policy wizard launches in modify mode. This provides access to all settings for the policy. Click the appropriate wizard step to access the settings you want to change. Components for each step that were attached during the policy's creation (e.g., the entry template) are listed at the top of the screen. The Summary section at the bottom of the screen lists components that are associated with the policy.
  3. Click the step you want to access and locate the settings you want to modify.

    Steps
    Modify Policy

    1. Select Workflow.
    2. Define Step Map (Launch Step Policy Wizard).

      Modify Step Map

      1. Select form Template
      2. Map Form Fields

      Create Document Map

      1. Select Entry Template
      2. Map Form Fields

    Save Policy

    1. Set Properties.
    2. Set Security.
  4. Click Finish to complete the process and save your changes.

 



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