Enabling Tasks for Altering Workflow and Reopening Applications

This topic describes how to enable and configure the ability to display workflow tasks selectively for users when altering workflow or reopening applications.

When altering workflow or reopening applications, agency users can have difficulty selecting and assigning the appropriate workflow task and transaction status. By default, numerous workflow tasks display for the user to select.

Likewise, users can select from all available transaction statuses.

To reduce the possibility of human error while streamlining the user experience, you can:

• Enable tasks to display selectively for the users to select from the New Workflow Activity Name drop-down list when altering workflow or reopening an application.

• Hide the Update Transaction Status drop-down list from appearing by updating required transaction statues within the workflow process definition.

Setting up this configuration option involves:

1. Enabling the Functional Setup Manager opt-in feature Selective Enablement of Alter Workflow.

2. Updating your structured workflow process definitions to incorporate these custom properties:

   • PSC_ALTERWF_OPT for selected tasks to be enabled for alter workflow.

   • PSC_REOPENWF_OPT for selected tasks to be enabled for reopening applications.

Note:

This feature applies only to structured workflow processes. It doesn't apply to dynamic processes used by Code Enforcement.

Enabling Selective Workflow for Alter and Reopen

To enable selective workflow for alter and reopen:

1. Open Functional Setup Manager.

   For example, select Setup and Maintenance.

2. Select your offering and click the Change Feature Opt In link in the Functional Areas box.

3. On the Opt In page for your offering, click the Features icon for the top-level offering in the features grid.

   For example, for Permits click the Features icon at the Public Sector Permits level.

4. In the feature grid, select Selective enablement of alter workflow.

   Note: Selecting this option turns this option on for alter workflow and reopen application.

5. Click Done, then click Done again.

Modifying Process Definitions for Selective Workflow for Alter and Reopen Display

Add these custom properties to workflow tasks to enable a task for alter workflow or reopen application.

Custom Property	Description
PSC_ALTERWF_OPT	Enables a workflow task to be available to be selected during the alter workflow process.
PSC_REOPENWF_OPT	Enables a workflow task to be available to be selected during the reopen application process.

After you enable your system for this feature, you need to add the PSC_ALTERWF_OPT and PSC_REOPENWF_OPT custom properties to each task you want to display for users to select.

If a human task has a system task before it that sets the transaction, you can add the custom property to that system task, setting the appropriate transaction status, such as Plan Review, and the workflow engine will update the status and restart the workflow automatically at the next human task. Use the following syntax:

(transaction status)

For example:

This approach also applies if a human task doesn't require a transaction status update.

If a human task doesn't have a system task before it and a transaction status update is required, you can set both the task name and the transaction status, using the following syntax:

(task name, transaction status)

For example:

Only the tasks to which you add values for the PSC_ALTERWF_OPT and PSC_REOPENWF_OPT custom properties are enabled for either alter workflow or reopen application. Any task with a blank PSC_ALTERWF_OPT or PSC_REOPENWF_OPT custom property is ignored by alter workflow and reopen application.

At run time, the selected list displays for the user in the New Workflow Activity Name drop-down list, and because the transaction status has been set within the process definition itself, the Update Transaction Status drop-down list doesn't appear.

Note:

The custom properties PSC_ALTERWF_OPT and PSC_REOPENWF_OPT use the same syntax and behave the same within the respective features.

Working with Parallel or Inclusive Gateways

When working with parallel/inclusive gateways:

• During alter workflow, tasks inside parallel/inclusive gateways won't be visible from outside the gateway. To alter workflow to tasks inside parallel/inclusive gateways, set the alter to the gateway start node.

• Once inside the Parallel/Inclusive gateway, tasks outside the gateway won't be available until the gateway is exited.