6.1 Process to Create Workflow

This topic describes the information about how to Create a Workflow.

For creating a workflow, user need to specify details, such as workflow code, description, and current and next status.

To create a workflow:

Before creating the workflow, user must create the statuses through which a task moves in the workflow.

1. From Homescreen, click Collections. Under Collections, click Maintenance.
2. Under Maintenance, click workflow. Under workflow, click Create workflow.
   The Create workflow screen is displayed.

   Figure 6-1 Create workflow

   
   

   
   Description of the illustration create-workflow.png

   
   
3. Specify the fields on the Create workflow screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 6-1 Field Description: Create Workflow

   Field Name	Description
   Basic Details	This section is used to provide basic information of the workflow.
   Code	Indicates the unique identification code of the workflow.
   Description	Indicates the description of the workflow.
   Status Details	This section is used to provide the status transition details of the task. Note: If user click corresponding to a row, a section appears using which user can configure rules for the status transition record. For more information on how to configure rules, refer Oracle Banking Common Core User Guide.
   S.No.	Displays the serial number of the status transition record.
   Current Status	Indicates the current workflow status of the task. Note: The current status and next status cannot be same.
   Next Status	Indicates the next workflow status to which the task should move. Note: The current status and next status cannot be same.
   Type	Indicates how the status transition should happen. The options are: Manual: Select this option if user want the status transition to be done manually by the user. System: Select this option if user want the status transition to be done by the system. Note: The status transition of type as System can also be done manually by the collector.
   Active	Toggle to indicate whether the status transition is active.
   Linked Tasks	Displays the list of open tasks linked to the workflow. Note: This section appears if user click Linked Tasks, which is displayed only after user save the details. However, the open tasks details appear only after the tasks are created using Create Task page in which workflow is mapped to the task.

4. Perform one of the following action:
   1. Click Save to save the details.
      The workflow is successfully created and can be viewed using the View workflow screen.
   2. Click Cancel to discard the changes and close the screen.

Once the workflow is created, user can view the same using the View Workflow page. Upon creation, the authorization status of the workflow is Unauthorized and the record status is Open. After a workflow is created, it must be authorized to be effective in the system. On authorization, the workflow is visible in the Create Task page from where user can map the task with the required workflow. A task moves through various statuses based on the workflow mapped to it.