IBM FileNet P8, Version 5.2            

Select a workflow

Assigning a workflow is optional. If your entry template does not need a workflow, skip to the next appropriate step. If you change your mind about the type of workflow you selected, you can back up within this step by selecting items in the Path.

To assign a built-in workflow to the new object:

  1. Select Define New.
  2. Select the type of workflow: Fixed Approval Workflow or Sequential Approval Workflow. A Fixed Approval Workflow is a simple approval workflow with a fixed set of steps. The designer selects the participants for each step. A Sequential Approval Workflow is a workflow that allows the designer to specify the number of steps required, and also select the participants for each step.
  3. Set the launch settings for the workflow.
    • To give the user the choice of launching the workflow, select Prompt user to launch workflow. This displays a message when the document is added or checked in and the user can decide to launch the workflow or to skip it.
    • To automatically launch the workflow each time an object is added or checked in, select Auto launch workflow.
  4. To allow the user to choose the participants for the workflow, select the Yes, display participant selection at launch time check box. By default, this option is not selected.

To assign a custom workflow to the new object:

  1. Click Select Existing. A list of available object stores is displayed.
  2. Select the object store name where your custom workflow is saved. A list of available workflows is displayed.
  3. Click Select or Select from Versions below the description of the desired workflow. If the workflow has more than one version, click Select beneath the version you want to use.
  4. Set the launch settings for the workflow.
    • To give the user the choice of launching the workflow, select the Prompt user to launch workflow option to display a message when the document is added. The user can decide to launch the workflow or to skip it.
    • To automatically launch the workflow each time an object is added, select the Auto launch workflow option.


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Last updated: March 2013
et_define_wf_step5wf.htm

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