Workflow Manager 2013
After a template has been used to create a workflow request, you will no longer be allowed to update all of the template’s details. The following table outlines what may and may not be updated.
Note: See also Restrictions Regarding Approval Tasks When Editing Workflow Templates That Have Existing Workflow Requests.
|
Component |
Permitted to Change |
Not Permitted to Change |
Delete? |
|
Template |
Name text field Folder text field Status combo box Global Template check box |
Template Type combo box |
No |
|
Data Group |
Data Group Name text field Sort Order text field |
Data Type combo box When Collected? radio buttons |
No |
|
Data Element (Standard) |
Description text field Required radio buttons Sort Order text field Help Text text field Additional fields specific to the element’s data type |
Data Type combo box |
Yes |
|
Data Element (Branching) |
Description text field Required radio buttons Sort Order text field Help Text text field Additional fields specific to the element’s data type |
Data Type combo box Used to Define Conditions/Branching radio buttons |
No |
|
Workflow phase |
Workflow Phase Name text field Sort Order text field |
Phase Type combo box Define a condition for workflow branching? radio button Select the branching condition combo box and associated grid Link to next phase combo box |
No |
|
Workflow step |
Workflow Step Description text field Step Type combo box Track for Workflow SLA check box Track for Workflow Step SLA check box Popup HTML File text field Email Templates to Use combo boxes Collect a data group in this workflow step radio buttons Select the Data Group combo box |
Sort Order text field (sometimes) |
Yes |
Restrictions Regarding Approval Tasks When Editing Workflow Templates That Have Existing Workflow Requests
There are special restrictions regarding Approval Task workflow steps when editing workflow templates that have existing workflow requests:
| • | You cannot add a new workflow step with the Step Type of Approval Task. |
| • | You cannot change the Step Type of an existing non-approval workflow step to Approval Task. |
| • | You cannot change the Step Type of an existing approval workflow step to something other than Approval Task. |
| • | You cannot delete a workflow step with a Step Type of Approval Task. |
See Also
Workflow Manager 2013 / AdminStudio Enterprise Server 2013 Help LibraryAugust 27, 2013 |
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