Workflow Manager 2015
Workflow families are used to group workflow requests into categories, allowing you to sort them easily. You can create new workflow families on the Company Business/Unit Details page of an administrator company, and, with permission, while you are completing or submitting workflow requests.
To create a new workflow family:
| 1. | Either submit a new workflow request, or (if you are an administrator) open the Properties tab of the Workflow Request page for an existing request: |
| • | If you are a workflow consumer, click Submit Workflow Request on the Workflows menu. The Submit Workflow Request page opens. |
| • | If you are a workflow administrator, do one of the following: |
| • | To open an existing workflow, click All Workflow Requests on the Workflows menu, and then click on the workflow request name. Then open the Properties tab of the Workflow Request page. |
| • | To submit a new workflow request, click Submit Workflow Request on the Workflows menu. The Submit Workflow Request page opens. |
| 2. | Click the Create New button next to the Workflow Family field. You are prompted to enter a name for the new workflow family. |
Note • If you are a workflow consumer and the administrator company associated with this project was created with the Is a Workflow Family Owner? option selected, the Create New button will not appear. It will be available only when a workflow administrator is submitting a workflow request against the project. See Creating a New Company for more information about this option.
| 3. | Enter the name for your new workflow family in the text field, then click Add. The new workflow family is added to list. |
Note • There is one other way to add workflow families. If you are a workflow administrator, and you create a new company, you will be able to add a new workflow family by clicking Add Family on its Company/Business Unit Details page. See Company/Business Unit Details Page for more information.
See Also
Managing External Data Sources
Managing Workflow Status Values
Performing Administrative Tasks
Workflow Manager 2015 / AdminStudio Enterprise Server 2015 Help Library10 September 2015 |
Copyright Information | Flexera Software |