1. Using Siebel Tools
  2. Configuring Workflow Process or Task UI Version Handling

Configuring Workflow Process or Task UI Version Handling

Note: This task applies only to Siebel Tools.

Depending on value of the Status property, you can control how versions of a Workflow Process or task UI that you open with an editor are handled. The following procedure shows how to configure the options for handling Workflow Process or task UI versions.

This task is a step in Process of Setting Up the Development Environment.

To control Workflow Process or task UI version handling

  1. Select Options from the View menu.

  2. In the Development Tools Options dialog box, select the General tab.

  3. In the Workflow and Task Configurations section, configure the options as required. The following table describes the available options.

    Option Description

    Automatic Revision in WF/Task Editor and Version Check

    Select or deselect the check box as required.

    • If Selected and if you use an editor to open a Workflow Process or task UI and the Status property on the Workflow Process or task UI is Completed, then a copy of the Workflow Process or task UI is created, the status on the copy is set to In Progress, and an editable version of it is opened in the editor.

    • If Deselected, then the editor opens and displays a version of the Workflow Process or task UI that you cannot edit.

    Automatically Close All the Previous WF/Task Versions

    Select or deselect the check box as required.

    • If Selected and if you use an editor to open a Workflow Process or task UI and the Status property on the Workflow Process or task UI is Completed, Not In Use, or Expired, then any prior versions of the Workflow Process or task UI are closed.

    • If Deselected, then any prior versions of the Workflow Process or task UI are not automatically closed.

  4. Click OK.