This section explains how to set up workflows. Workflow setups can be time-consuming. Unifier offers other options of copying or importing workflow setups. To use these options, see Copying Workflow Setups from Other Schemas or Importing Workflow Setups from One Environment to Another.
- In Administration mode:
- To set up a workflow in a company level business process, click the Company Workspace tab and, in the Navigator, go to Company Workspace node > Business Process Setup.
- To set up a workflow in a project/shell level business process, click the project or shell tab and, in the Navigator, go to Setup > Business Process.
- On the right pane, double-click the business process you want to set up.
- In the Navigator, click Workflow Setup and on the right pane, double-click the name of the workflow you want to set up.
The Workflow Setup window opens.
- Complete the General tab for the workflow. See the table below.
- Click the Settings tab to configure the workflow. Define the Business Process Workflow.
You can filter assignees (Assignees block) and use some specific conditions on filtering the users.
To create the conditions you must choose among the list of the user attributes that are available. After you select an assignee, from the Assignee drop-down list, for the selected workflow step, click Define (next to the Additional conditions to filter assignees option) to define the additional conditions in the pop-up window. When finished, click Add and then click the drop-down field and select:
- User Attributes from the company (Company Workspace): Represented with a prefix "Company/"
- User Attributes defined at project-level or shell-level: Represented with a prefix "Shell/"
The same conditions apply to Allow Cc field.
When the setup is complete, return to the General tab and click the Error Check button. This validates the setup, including checking that all steps have assignees. An error window opens identifying any errors that will prevent the setup from being activated.
If there are no errors, click OK in the Setup window. You will be prompted to activate the BP. Click Yes to activate the BP and make it available to users, or click No to keep the BP inactive until a later date.
In this field: | Do this: |
|---|---|
Setup Name | Enter a workflow business process setup name. |
Description | Enter an optional description of the workflow setup. |
Status | Select Active or Inactive. |
Error Check | Click to check the workflow for errors when the workflow setup is complete. |
Default format of record information attached to email notification | Select PDF of Custom. If you select Custom, click Add to choose the custom print format. |