The Launch Step page displays the subject, properties,
step names, and comments available for the workflow. The properties
include participants, attachments and data fields. You can modify
the existing values, but you cannot add more steps or properties.
Subject
The default value for the subject
comes from the workflow definition. If the workflow was launched from
an entry template, the subject is the name of the workflow plus the
name of the document added. You can change the value as needed.
Properties
The list of properties includes
the data fields defined in the workflow and the participants defined
for each step. Edit the property values by typing new values into
the fields or by clicking a step name to select participants.
Attachments
The available attachments are
listed. To view or edit the assigned object for a particular attachment,
click the Expand Attachment Items icon next
to the desired attachment. The Primary Attachment is the document
or item that triggered the workflow. When the attachment object is
displayed, the following controls are available:
- Add New adds an attachment placeholder
for an object from an object store. The attachment can be a document,
a form, a folder, or a custom object.
- Add New UNC/URL adds an attachment placeholder
for an object from a network storage location, such as a a file in
a shared folder or an external website. The attachment can be any
electronic file or web page.
- Assign assigns a object from an object
store to a specific attachment placeholder. The attachment can be
a document, a form, a folder, or a custom object.
- Assign UNC/URL assigns an object from a
network storage location, such as a shared folder or an external website,
to a specific attachment placeholder. The attachment can be any electronic
file or web page.
- Unassign removes the object currently assigned
to a specific attachment placeholder.
Comments
You can add a text comment for
this step.
Launch
Click Launch to
launch the work item for further processing.
Close
Click Close to
close the Launch step without launching the work item.
To change
the participants for a step:
- Click the step name to open the Select Participant page.
- Search for the desired user or group names to add.
- Select the Users option or the Groups option
to refine the list of names available.
- Type one or more characters for the beginning of the names to
search for. For example, to locate users named aalberto and amoss,
type a. All user names beginning with "a" are returned. You
can narrow the search by entering more characters. For example, aal would
return aalberto and aallen, but not alemon or amoss.
- Click Search. After a brief delay, the
matching names are displayed.
Note: If the number of matching names
is greater than the default for displaying, not all matches are displayed.
You will need to change the search criteria and click Search again
to see more results.
- When you are satisfied with the results, select the desired names
from the Available Participants list. Click the Add One icon
to add the name to the Current® Participants
list. Or, click the Add All icon to add all
users to the list. You can use Ctrl+Click or Shift+Click to select
more than one name in the list.
- If needed, repeat the search to add additional names. For example,
to add the users jsmith and wwilson, you would need to search for
users beginning with "j" and then search for users beginning
with "w."
- To remove a participant, select the desired user name from the Current Participants list. Click
the Remove icon to remove the name from the Current Participants list.
- Click Accept to save your changes for participants.
To modify an attachment:
- Click the Expand Attachment Items icon
next to the desired attachment to display the item assigned to the
attachment.
- If the attachment is an array (a group of objects), then you can
add additional items. Click Add New or Add
New UNC/URL to add another item to this attachment. For
more information, see View and
edit attachments
- Click Assign or Assign UNC/URL to
assign an object to the attachment item. For more information, see View and edit attachments.
- To remove an item assigned as an attachment, click Unassign below
the description on the attachment.
To launch the work item:
- If needed, modify the property values.
- If needed, modify the participants. See procedure above.
- If needed, modify the attachment assignments. See procedure above.
- Click Launch.