Create a workflow policy
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
- There are several prerequisites you must complete before you create a document policy. See Get started with form policies for more information.
- Version updates made to policies are not reflected in existing form data.
Form data always retains an association to the version of the policy that
was used to create it.
1. Launch the Add Workflow Policy Wizard:
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.
2. Step through the Workflow Policy Wizard:
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
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