IBM FileNet P8, Version 5.2.1            

Adding or editing a document link (eProcess)

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:

  1. 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.
  2. Click Browse and navigate to the workflow definition for this link.
  3. Select the workflow definition and click Open.
  4. 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.
  5. 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.
  6. 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.
    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. For more information, see Save document class properties to data fields on launch.
  7. 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.



Last updated: October 2015
vwlinkerdocpropertydialog.htm

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