Template Details Page

Workflow Manager 6.5 | Workflow Manager

The Template Details page, which is opened from the Template Administration page by either clicking Add or selecting an existing template, is used to define the phases and steps involved in the workflow template. From this page, you can create a new workflow template or edit an existing template.

Properties Tab

The fields displayed on the Properties tab of the Template Details page change depending upon what is selected in the Data / Workflow Phase tree:

• Template Properties View
• Data Group Properties View
• Data Element Properties View
• Workflow Phase Details View
• Workflow Step Details View

Permission and Notification Tabs

You can assign permissions and email notification settings on a workflow template on the Permission and Notification tabs of the Template Details page. See Permission and Notification Tabs of Template Details Page for more information.

The following fields/controls are always visible on the Template Details page:

Template Details Page

Option

Description

Name

Displays the name of the template.

Template Options Menu

Click on this arrow to display a menu containing the following additional template options:

• Preview Template
• Validate Template
• View Template Report
• View Workflow Summary
• Clean Sample Workflows

Information

Indicates the status of the template:

• Global—This template is a Global template and therefore cannot be modified.
• Not in use—This template is not used by any workflow requests and therefore is fully editable.
• In use—This template is in use and therefore can only be partially modified. Any workflow requests currently using this template will be affected by any changes that are made. See Editing a Template That is in Use for more information.

Data Group and Workflow Phase Tree

Expandable list of all of the data groups and workflow phases defined in the template. data group and workflow phase names are preceded by an identifying icon:

When you click on the plus sign next to the data group or workflow phase name, its child elements are listed:

To edit one of the listed items, select it in the tree to open its corresponding view. Depending upon what is selected in the tree, the following child views are displayed:

• Template Properties View
• Data Group Properties View
• Data Element Properties View
• Workflow Phase Details View
• Workflow Step Details View

Note: To return to the Template Properties view from any view on this page, click on the Template Name at the top of the page.

Template Options Menu

The following table describes the available options on the Template Options menu:

Template Options Menu

Option

Description

Preview Template

Select the Preview Template option to view and test a template’s workflow. The Preview Template option is found by clicking on the blue arrow next to the Template Name on the Template Details page. When you click this button, the Preview Template page opens and displays a visual representation of the current template's workflow exactly as it will appear on the Workflow Progress page. You can test the template by marking steps complete, rolling back to previous steps, and making branching decisions.

• To clear any selections that you made and start the test over, click the Reset button.
• To close the Preview Template area, click Close.

Note: When you click Close to close the Preview Template area, the test data (a project and an application) that Workflow Manager created to test this template is deleted. If, when you are viewing the template in the Preview Template area, you close the window without clicking the Close button, the test data will not be deleted and will be included in Workflow Manager listings. To delete this leftover test data, you can click Delete Test Data in the Template Properties view.

Note: For more information, see Previewing a Template.

Validate Template

Select the Validate Template option to analyze a template to determine if it is ready to use. The Validate Template option is found by clicking on the blue arrow next to the Template Name on the Template Details page.

The Template Validation Results report opens in a new screen, stating whether or not the template is valid. If it is invalid, the reasons will be listed. A template would be invalid, for example, if a workflow phase does not contain any workflow steps, or if a data group did not contain any data elements, etc.

Note: For more information, see Validating a Template.

View Template Report

Select the View Template Report option to view a summary of all of the information related to a template, including a listing of all data groups and workflow phases in the template. The View Template Report option is found by clicking on the blue arrow next to the Template Name on the Template Details page.

Note: For more information, see Viewing the Template Report.

View Workflow Summary

Select the View Workflow Summary option to view a listing of all workflow phases defined in a template. The View Workflow Summary option is found by clicking on the blue arrow next to the Template Name on the Template Details page.

• Workflow phases are shown in order.
• Conditional branch points and merge points are also shown. A legend at the bottom of the report differentiates between workflow phase, branch point and merge point.

In a branch phase, the workflow proceeds in two different paths depending upon an item of data that was collected. A merge phase is where a workflow with branch phases merges back together.

• You can click on a branch point condition to jump to the resulting workflow phase.

Note: For more information, see Viewing a Summary of the Template.

Clean Sample Workflows

You can use the Clean Sample Workflow option to delete any test data that was created when you previewed a template and tested its workflow. The Clean Sample Workflows option is found by clicking on the blue arrow next to the Template Name on the Template Details page.

See Also

Managing Workflow Templates

Creating a New Template

Creating Data Groups

Creating the First Workflow Phase

Creating Subsequent Workflow Phases

Creating Templates That Use Conditions

Workflow Manager 6.5 / AdminStudio Enterprise Server 11.5 Help Library

December 21, 2012

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