Workflow Manager 6.5
Workflow families are used to group workflow requests into categories, allowing you to sort them easily. You can create new workflow families 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 Progress page for an existing request: |
| • | If you are a workflow consumer, click the View Workflow Request List link on the consumer Home page to open the All Workflow(s) page. Click the Create a New Workflow Request link to open the Submit Workflow Request page. |
| • | If you are a workflow administrator, do one of the following: |
| • | To open an existing workflow, click the View Project List link on the administrator Home page to open the All Projects page. Find the project your request belongs to in the list and click its Select link to open the Project Summary page. Find your workflow request in the list and click its Select hyperlink to open the Workflow Progress page. Select the Properties tab. |
| • | To submit a new workflow request, click the Submit Workflow Request link in the Actions menu on the administrator Home page to open the Submit Workflow Request page. |
| 2. | Click the Create New button next to the Workflow Family field. The Create Workflow Family page appears in a new browser window. |
Note: If you are a workflow consumer and the 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 Create Workflow Family dialog closes and your new family is added to the Workflow Family combo box. |
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 open the Create Workflow Family dialog by clicking the Add Family link 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 6.5 / AdminStudio Enterprise Server 11.5 Help LibraryDecember 21, 2012 |
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