Add or edit links from a workflow to a document class,
document, or another workflow in the Process Link Property window.
To access this window, see Managing
workflow links.
Notes: - You must log on as a member of the Administrator group on the Content Services library to create, edit,
or delete links between a workflow definition and a document or a
workflow definition and a document class.
- Links from a workflow definition to documents or document classes
are specific to the workflow definition version. If a workflow definition
changes, a new version is created. To use the new version, you must
create links from the new version to the document classes and documents;
see Updates to workflow definitions.
To add a link from a workflow definition to a document
class or document:
- In the Process Link Property window,
select the version of the workflow definition for this link. For more
information about multiple versions, see Updates
to workflow definitions.
- Select either Document or Document
Class.
Option |
Description |
Document |
Click Browse, and then locate and select
the individual document to link to this workflow definition. The document
that you select can be another workflow definition (filename.pep),
though such usage is uncommon. |
Document Class |
Select the document class to link to this workflow definition. |
- Enter a name for this link. A list of workflows displays,
allowing the user to choose a workflow to launch.
- 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 document classes and documents
linked to this workflow.
- Select the launch type:
Option |
Description |
Manual |
A user can launch this workflow from this workflow definition
by selecting a linked document or a document from a linked document
class. |
onAdd (Document Class only) |
The workflow is launched automatically when a document is
added to the selected document class. |
onCheckin |
The workflow is launched automatically when the document that
is linked to this workflow definition is checked in to the library.
|
- Click Condition to specify document
properties if you wish to limit the conditions that can launch the
workflow.