IBM FileNet P8, Version 5.2.1            

Start a new workflow definition

In a workflow definition, you define the individual steps in a process, specify the participants, attachments, and other resources for each step, and specify the routes that determine the sequence of steps. You can start with a blank workflow that contains only IBM® FileNet® default settings, or you can choose to inherit workflow maps and other properties from an existing base workflow.

To start a workflow definition

  1. From the Process Designer File menu, select New. Process Designer File menu, select New.

    This creates a new workflow collection with a new, empty workflow definition.

    The workflow map displays the LaunchStep, which is the first step in any workflow.

    NOTE   Process Designer works on one workflow collection at a time. If you have an existing workflow definition open, you can either save any changes or ignore the changes.

  2. Continue with the following steps to create the workflow definition.
    1. On the Process Designer toolbar, click Action > Workflow Properties, and enter the general properties (workflow name and subject) for this workflow, plus the fields, attachments, workflow groups, and other resources that will be used at various steps throughout the workflow. See Define workflow properties. Process Designer toolbar, click Action > Workflow Properties, and enter the general properties (workflow name and subject) for this workflow, plus the fields, attachments, workflow groups, and other resources that will be used at various steps throughout the workflow. See Define workflow properties.

      To define a workflow that inherits maps and properties from a previously defined workflow definition, select the workflow on which the new workflow will be based from the Base Workflow list. The list includes only workflow definitions that have been transferred to workflow system. The names correspond with the Workflow Name specified in the Workflow Properties, not the filename or document name of the workflow definition in the object store or library.

    2. Select the LaunchStep on the workflow map and specify the parameters that will be used at that step—data fields, attachments, workflow groups, XML fields. See Specify launch step properties.
    3. Add a step for each activity you defined for this workflow. See Add a step.
    4. Add routes to specify the sequence of steps. See Create a route.
    5. Add an optional annotation. See Annotations.
    6. Add an optional association. See Add Annotation Association.
    7. Check the current workflow definition to ensure that the workflow map is valid. See Validate the workflow definition.
    8. Save the workflow definition to your local computer or to an object store or library. See Save a workflow definition.
    9. Launch the workflow to test your work. Check each step in the inbox of each assigned participant.


Last updated: March 2016
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