Understanding How to Manage a JD Edwards EnterpriseOne Workflow Process in Workflows

This section provides an overview of the options available to manage your JD Edwards EnterpriseOne workflow processes in Workflows.

The Manage section provides you with these options to configure your workflow process

Reserve: Use the Reserve option to reserve, secure, or lock a workflow process in Workflows. You must reserve a workflow process to enable the Workflows toolbar and design your workflow process. To reserve a workflow, click Manage, then click Reserve. You will see a pop-up that says Reserve Successful. While a version of workflow process is reserved, other users cannot make changes to it.

Release Reservation: Use the Release Reservation option to release or unlock a workflow process in Workflows. To release a reserved workflow process, click Manage, then click Release Reservation. The system subsequently displays the message, "Release Reservation Successful." Only after you release a reserved workflow process, it will be available for other users.

Validate: Use the Validate option to validate your JD Edwards EnterpriseOne workflow process. You cannot validate a workflow process if it contains errors. Check the workflow process diagram for any errors and fix them before validating it. An exclamation icon is displayed against each of the tasks within a workflow to indicate errors. To validate a workflow process, click Manage, then click Validate. If your workflow process does not have any validation errors, the system displays the message, "Validate Successful."

Activate: Use the Activate option to activate your JD Edwards EnterpriseOne workflow process. You cannot activate a process if it contains errors. You must validate the workflow process before you activate it. To activate a workflow process, click Manage, then click Activate. The system subsequently displays the message, "Activation Successful."

Deactivate: Use the Deactivate option to deactivate your JD Edwards EnterpriseOne workflow process. If you want to make changes to an active workflow process, you must first deactivate it. To deactivate a workflow process, click Manage, then click Deactivate. The system subsequently displays the message, "Deactivate Successful."

Export File: Use the Export File option to export and save your workflow specifications as a compressed file. If you want to port your workflow process, click Manage and then click Export File. Your workflow process gets saved in a compressed file on your local machine. See “Understanding How to Export or Import a JD Edwards EnterpriseOne Workflow Process (Release 9.2.6.4)” for details.

Restore: Use the Restore option to undo all the changes you made to your JD EnterpriseOne workflow process after you reserved it. To restore your workflow process to its original state, click Manage, then click Restore. You cannot restore a workflow after you have saved the changes made to it.

About: Click About to get the details of the workflow process. The information includes the name, description, version, status, and product code of the workflow process. Click Guide to access the Workflows Tools Guide.