Add or edit links from a document to a workflow definition
in the Process Link Property window.
To access this dialog box, see Manage document links.
Note: - To create, edit, or delete a link between a workflow definition
and a document in the Content Services library,
you must own both the workflow definition and the document.
- A link between a document 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, you must create
a link from the document to that version of the workflow definition;
see Updates to workflow definitions.
By contrast, when you create a new version of a document that is linked
to a workflow definition, it is not necessary to create a new link.
The existing link is maintained.
To add a link from a document to a workflow definition:
- In the Process Link Property window,
enter a link name. A list of workflows is displayed, allowing the
user to choose a workflow 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 link to multiple versions of a workflow definition; see Updates to workflow definitions for details.
- 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.
- Select the launch type: manual or automatically when a
document is checked in.
Option |
Description |
Manual |
A user can launch this workflow from a selected document. |
onCheckin |
The workflow is launched automatically when a version of this
document is checked into the library.
|
- You can limit documents that can launch a particular workflow
by specifying document properties. To specify document properties
that will trigger the launch of a workflow, click Condition
For example, you might specify that a document that launches
your workflow must contain the property "acceptable". Specify
that property in the Launch Condition window
by clicking Condition.
See Specifying launch conditions for
details.