IBM FileNet P8, Version 5.2.1            

Adding or editing a workflow link (eProcess)

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:

  1. 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.
  2. 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.
  3. Enter a name for this link. A list of workflows displays, allowing the user to choose a workflow to launch.
  4. 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.
  5. 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.
    Note: Your system must be configured for automatic launch for this feature to work at runtime. For instructions, 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. See Save document class properties to data fields on launch on launch for details.

  6. Click Condition to specify document properties if you wish to limit the conditions that can launch the workflow.


Last updated: October 2015
vwlinkerwfproperty.htm

© Copyright IBM Corporation 2015.