IBM FileNet P8, Version 5.2.1            

Links between documents and workflow definitions (eProcess)

Use the Linker feature to create a relationship between a document class or individual document in a Content Services library and one or more workflow definitions designed to process that type of document. A link enables either manual or automatic launch of a workflow from the individual document or a document belonging to the linked class. For automatic launch, in the link definition you specify the launch trigger (for example, when a document is added or checked), and other options that specify conditions for automatic launch.

Note: Adding or editing a link could initiate a transfer of the workflow definition to the workflow database. See Workflow definition transfer for further details.

In the example below, the ExpenseReports document class is linked to a workflow definition that processes expense reports. Once the link is created, a user can launch the Expenses workflow from any document in the ExpenseReport document class.

Expense Report doc class linked to Expenses workflow

You can define links in the following ways:
From a document class to a workflow definition
Create a link from a document class to one or more workflow definitions to enable consistent processing of all documents that belong to the same document class. See the previous example.
From an individual document to a workflow definition
Link an individual document to one or more workflow definitions to enable a user to launch the linked workflows from that specific document. Note that multiple individual documents can link to the same workflow definition.

In the following example, users can launch the ReviewPolicies workflow from any document in the HR_Policies document class. In addition, users can launch the ReviewSalaryPolicy workflow from the Salary document.

HR_Policies doc class linked to ReviewPolicies workflow; single document in doc class linked to Review SalaryPolicy workflow

From a workflow definition to a document class or individual document

Link a workflow definition to one or more document classes or documents.

In the following example, users can launch the TravelApproval workflow from any document in the TravelRequests document class, and from the Travel document in the Policies document class.

Workflow linked to both a document class and a single document

Tip: A workflow definition is a type of document (file_name.pep). You can link a workflow definition to one or more other workflow definitions, although this usage is less common.

What do you want to do?

Create a link from a document class to a workflow definition

Create a link from an individual document to a workflow definition

Create a link from a workflow definition to a document class or individual document

Manage updates to workflow definitions



Last updated: October 2015
link.htm

© Copyright IBM Corporation 2015.