Workflow Process - Main
The Main page contains core workflow process information. Open this page using
Description of Page
The top portion of every page contains the following information:
Workflow Process is a concatenation of summary information about this workflow process. It is composed of the workflow process template's name and description, the workflow process's status, and the creation date of the process.
Workflow Process ID is the unique system-generated identifier for this workflow process.
The remaining fields are maintained on the main workflow process page.
The Create Information describes how the workflow process was created. If the workflow process was created by the system, the identity of the process, and related control table references are displayed. If the workflow process was created by a user, the message indicates this.
Workflow Status defines the state of the workflow process. The following values may exist:
Active The system creates a workflow process in the Active state. A workflow process remains in this state until the last event linked to the process is complete OR an event fails OR you want to cancel the process for whatever reason.
Inactive A workflow process becomes Inactive when the last event linked to the process is completed OR an event fails OR you want to cancel the process for whatever reason. The Status Reason field tells you how a workflow process became inactive.
To completely understand the significance of a workflow process's status, refer to The Lifecycle Of A Workflow Process And Its Events.
Status Reason defines how a workflow process became Inactive or why a workflow process is Active. The following values may exist:
Canceled by User This reason should be used when an operator manually inactivates a workflow process (for whatever reason).
Canceled by System This reason is populated by the system when it cancels a workflow process.
Events Pending This reason is populated by the system when a process has pending events.
Complete by System This reason is populated by the system when it completes the last event linked to the workflow process.
Complete by User This reason is populated by an operator when they manually complete a workflow process.
Workflow Process Template defines the workflow events in the process. You can override these events on the Events page.
Changing the template. If you change the template when all events are pending , the system will remove the pending events and replace them with the new template's events.
For more information, refer to Setting Up Workflow Process Templates.
If your event has been canceled by the system, a Message appears indicating the reason for cancellation.
Create Date/Time defines the start date/time of the workflow process. This is important as it affects the trigger dates of the process's workflow events. If you change this date after events exist, the system will NOT update the trigger date on the events. If you need to change the trigger date on the events, you can do this manually on the Events page OR you can change the Workflow Process Template to something (anything) and then change it back to the desired template. When you change the template, the system removes the events and creates new ones using the creation date / time on the process.
The workflow process was created by a Notification Upload staging record, information about the notification upload staging record is displayed.
Enter any Comments about the workflow process.
This bottom of this page contains a tree that shows the various objects linked to the workflow process. You can use this tree to both view high-level information about these objects and to transfer to the respective page in which an object is maintained.