IBM FileNet P8, Version 5.2            

Launch Step

The Launch Step page displays the subject, properties, step names, and comments available for the workflow. The properties include participants, attachments and data fields. You can modify the existing values, but you cannot add more steps or properties.

Subject

The default value for the subject comes from the workflow definition. If the workflow was launched from an entry template, the subject is the name of the workflow plus the name of the document added. You can change the value as needed.

Properties

The list of properties includes the data fields defined in the workflow and the participants defined for each step. Edit the property values by typing new values into the fields or by clicking a step name to select participants.

Attachments

The available attachments are listed. To view or edit the assigned object for a particular attachment, click the Expand Attachment Items icon next to the desired attachment. The Primary Attachment is the document or item that triggered the workflow. When the attachment object is displayed, the following controls are available:

Comments

You can add a text comment for this step.

Launch

Click Launch to launch the work item for further processing.

Close

Click Close to close the Launch step without launching the work item.

To change the participants for a step:

  1. Click the step name to open the Select Participant page.
  2. Search for the desired user or group names to add.
    1. Select the Users option or the Groups option to refine the list of names available.
    2. Type one or more characters for the beginning of the names to search for. For example, to locate users named aalberto and amoss, type a. All user names beginning with "a" are returned. You can narrow the search by entering more characters. For example, aal would return aalberto and aallen, but not alemon or amoss.
    3. Click Search. After a brief delay, the matching names are displayed.
      Note: If the number of matching names is greater than the default for displaying, not all matches are displayed. You will need to change the search criteria and click Search again to see more results.
    4. When you are satisfied with the results, select the desired names from the Available Participants list. Click the Add One icon to add the name to the Current® Participants list. Or, click the Add All icon to add all users to the list. You can use Ctrl+Click or Shift+Click to select more than one name in the list.
    5. If needed, repeat the search to add additional names. For example, to add the users jsmith and wwilson, you would need to search for users beginning with "j" and then search for users beginning with "w."
  3. To remove a participant, select the desired user name from the Current Participants list. Click the Remove icon to remove the name from the Current Participants list.
  4. Click Accept to save your changes for participants.

To modify an attachment:

  1. Click the Expand Attachment Items icon next to the desired attachment to display the item assigned to the attachment.
  2. If the attachment is an array (a group of objects), then you can add additional items. Click Add New or Add New UNC/URL to add another item to this attachment. For more information, see View and edit attachments
  3. Click Assign or Assign UNC/URL to assign an object to the attachment item. For more information, see View and edit attachments.
  4. To remove an item assigned as an attachment, click Unassign below the description on the attachment.

To launch the work item:

  1. If needed, modify the property values.
  2. If needed, modify the participants. See procedure above.
  3. If needed, modify the attachment assignments. See procedure above.
  4. Click Launch.


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Last updated: March 2013
WcmMoreWorkflow_WcmWorkflowInfoPage.htm

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