Select Entry Template - Define Step Map (optional)
Step 3 of the Step Policy Wizard is to associate an entry template with the selected steps of the workflow.
To select an existing entry template
- Click Browse/Search existing Entry Template. The Select Entry Template page appears.
- Browse to the object store folder that contains the entry template. The object store folder is added to the path near the top of the page and a list of folders is displayed.
- Click Select from Versions below the description of the desired entry template. If there is more than one entry template, a list appears.
- Click Select below the desired entry template version to complete the selection.
- Click Next to proceed to Step 4 Map Form Fields.
To create a new entry template
- Click Add Entry Template to launch the Entry Template Designer. See Help for Entry Template Designer for more information on creating entry templates.
- Complete the steps in the Entry Template Designer wizard.
- Click OK on the Add Confirmation page.
- Click Next to proceed to Step 4 Map Form Fields.
NOTES
- After the business process completes, the form data and its version history remains in the object store.
- If you choose not to associate a form data entry template with the form policy, the user will not see the Save button.
- This screen can be accessed in modify mode. When you modify an entry template,
you can:
- Click Clear Entry Template to remove an entry template from the document policy.
- Click Select Release to update to a major version of the template.
- Click Select Current to update to the current version of the template (major or minor).
- If you modify the Form Data Entry Template, all automatic property mappings (ITX form template fields that have identically named counterparts for document class properties and/or workflow data fields) are saved. Manual property mappings must be reconfigured.
Return to Create a Workflow Policy.
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