IBM FileNet P8, Version 5.2.1            

Adding or editing a document class link (eProcess)

Add or edit links from a document class to a workflow definition in the Process Link Property window.

To access this window, see Manage document class links.

Note:
  • To create, edit, or delete a link between a workflow definition and a document class in the Content Services library, you must log on as a member of the Administrator's group.
  • A link between a document class and a workflow definition is specific to the workflow definition version. If a workflow definition changes, a new version is created. To use the new version, create a link from the document class to the new version of the workflow definition; see Updates to workflow definitions.

To add a link from a document class to a workflow definition:

  1. In the Process Link Property window, enter a link name. The name you enter is displayed in a list of workflows that a user can choose to launch.
  2. Click Browse and navigate to the workflow definition for this link.
  3. Select the workflow definition and click Open.
  4. Select the version of the workflow definition. Note that you can have links to multiple versions of a workflow definition; for more information, see Updates to workflow definitions.
  5. Enter the subject of the workflow. The subject text displays as the subject of each work item in the running workflow. This subject text replaces the original subject specified by the workflow author in the workflow definition. This subject text also becomes the subject in the list of workflow linked to this document class.
  6. Select the launch type:
    Option Description
    Manual A user can launch this workflow from a document of the specified document class.
    onAdd The workflow is launched automatically when a document is added to this document class.
    onCheckin The workflow is launched automatically when a document is checked into this document class.
    Note: Your system must be configured for automatic launch for this feature to work at runtime. For more information, see Launch daemon (automatic workflow launching) and Integration.

    In addition, as part of automatic launch you can optionally copy values from the launching document's properties to data fields in the workflow. For more information, see Save document class properties to data fields on launch.

  7. If you want to specify document properties that will trigger the launch of a workflow, click Condition. For more information, see Specifying launch conditions.


Last updated: October 2015
vwlinkerdocclassproperty.htm

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