Select a workflow
Step 1 of the Add Workflow Policy Wizard is to browse the object store folders and choose a workflow definition.
To select a workflow definition
- Click Browse/Search for Workflow Definition. The Select Object page appears.
- Click My Search and enter the appropriate
search criteria (e.g., a document title) to find a major version of the workflow, or remain in the Browse view to browse
to the object store folder containing the workflow definition. You can also click Path to open a drop-down list of object store folders. The object
store folder is added to the Path near the top of the page.
TIP To change the selected object store, click Object Stores in the Path.
- Click Select from Versions below the description of the desired workflow definition. A version list for the workflow appears.
- Click Select below the desired workflow version to complete the selection.
- If you have not transferred the workflow definition, you may see the following message: "The selected workflow has not been transferred. Please perform a transfer workflow operation before proceeding." Click Close to close the warning message.
- Click Transfer Workflow. The Transfer Window appears. Click Transfer.
- Click Next to proceed to Step 2, Define Step Map.
NOTE You can only have one workflow definition at a time mapped to a given form policy.
When you modify a workflow, you can:
- Click Select Release to select a major version of the workflow.
- Click Select Current to select a minor version of the workflow.
Return to Create a Workflow Policy.
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