On the Advanced tab of the Workflow Properties, specify
the following items for advanced functionality.
Roster
- In the Roster list, you can optionally select an alternate roster
that has been defined by your workflow system administrator.
Event log
- In the Event Log list, you can optionally select an event log
file that has been defined by your workflow system administrator.
Note: For both rosters and event logs:
- You will generally work with your workflow system administrator
to determine which roster and which event log should be specified
for a workflow definition. Use of multiple rosters can help a workflow
administrator to locate work items of interest more quickly. Use of
multiple event logs can distribute the data over multiple logs and
help a workflow administrator to find log information more quickly.
- After the workflow definition is transferred to the workflow database,
you cannot specify a different roster or event log for the workflow.
The originally specified roster or event log is in effect for all
versions of the workflow definition.
- A workflow definition based on a previously defined (base) workflow
inherits the event log and roster specified in the base workflow.
Condition identifier
- In the Condition Identifier field, you
can optionally enter an expression that will identify a specific work
item at runtime. Click Expression Builder to
select appropriate fields.
This value is used by the WaitForCondition
system function to identify a specific waited-for work item. See About WaitForCondition processing. For
example, in a workflow dealing with customer service, the expression
might be a field containing a customer number.
Tip: For
the Condition Identifier, do not use fields of type float because
the exact value of a float is not guaranteed. If you use float fields,
use two conditions to enclose the expected value (for example, when
testing for 1, use '< 1.1' and '>0.9').
Deadline
In the Deadline field,
you can optionally enter a number and choose the units (minutes, hours,
days, weeks) to specify a time limit for the workflow to be completed,
if appropriate. To specify a reminder, specify an amount of time prior
to the deadline expiration.
The deadline indicates an amount
of time relative to the time that the workflow was launched. If a
reminder is set, the tracker assigned for this workflow will receive
a reminder of the pending deadline.
Tip: Workflow participants
do not receive notification of a workflow deadline. The tracker is
notified if email notification is enabled. To enable workflow participants
to receive notification of reminders and deadlines, specify deadlines
and reminders for individual steps.
Enable email notification
- You can enable or disable email notification for the current workflow
definition. This sets the email notification for all workflows launched
from this workflow definition. To change the email notification setting
after the workflow definition has been transferred, you must open
the workflow definition and enable or disable the email setting, then
retransfer the workflow definition.
Include when Workflow Collection is transferred
When Include
when Workflow Collection is transferred is enabled, the
current workflow definition will be transferred when you click . If you do not intend to transfer this workflow definition
with the workflow collection, clear this option. (You might want to
have a workflow definition for documentation purposes.) You can transfer
this workflow definition separately by clicking .
Include when Workflow Collection is validated
When Include
when Workflow Collection is Validated is enabled, the
current workflow definition will be validated when you click . To exclude this workflow
definition from validation, clear the check box. You can validate
this workflow definition separately by clicking .
Rules
Tip: In the step properties, you can select rule
sets and change the execution order. For information about specifying
rules in the properties of the selected step see
Activity steps - Rules (or the appropriate
topic for other types of steps: Submap step, System step, and Component
step).