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:
- 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.
- Click Browse and navigate to the
workflow definition for this link.
- Select the workflow definition and click Open.
- 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.
- 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.
- 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.
|
- If you want to
specify document properties that will trigger the launch of a workflow,
click Condition. For more information, see Specifying launch conditions.