1.2.5.4.1 Workflow Administration

The Workflow Administration section of Case Management Administration allows you to create, edit, copy, import, export and delete workflows.

Accessing Workflow Administration

To open the Workflow Administration dialog, double click on the Workflow Administration option in the main screen of Case Management Administration.

The Workflow Administration dialog provides a list of the defined workflows:

From this screen, you can:

  • Create workflows,

  • Edit workflows,

  • Copy workflows,

  • Export workflows,

  • Import workflows, and

  • Delete workflows.

Creating Workflows

To create a new workflow, click New. The Workflow Editor opens.

Editing Workflows

To edit an existing workflow, select it by clicking on it in the list of workflows and click Edit. The Workflow Editor opens.

Copying Workflows

To create a copy of an existing workflow, click Duplicate. The Workflow Editor opens.

You must specify a name for your new copy of the workflow. At the same time, you may also specify any changes to the workflow that you require.

Exporting Workflows

To export a workflow definition, click on the name of the workflow and click Export.

You can choose to save your export to the EDQ landing area, in which case you only need to supply a file name, or to save it in a location of your choosing, in which case, you must browse to the appropriate location and supply a file name:

  1. Click the radio button corresponding to your choice.

  2. If you are saving to a client file, use the ellipsis ("...") button to browse to the appropriate location.

  3. Supply a file name for your export file. You can specify the filename either by clicking on the target file if it already exists (if you are saving a client file), or by typing it into the file name area. The correct extension (.dxic) will be supplied automatically by the export operation.

  4. Click OK.

The workflow is exported. If the workflow uses dynamic permissions, they are also exported along with the workflow.

Importing Workflows

To import a workflow, click Import.

You can choose to import from the EDQ landing area, in which case you only need to supply a file name, or from a location of your choosing, in which case, you must browse to the appropriate location and supply a file name:

  1. Click the radio button corresponding to your choice.

  2. If you are importing from a client file, use the ellipsis ("...") button to browse to the appropriate location.

  3. Select, or supply a file name for, your import file. You can specify the filename either by clicking on it (if you are importing from a client file), or by typing it into the file name area.

  4. Click OK.

The workflow is imported. If the import file includes dynamic permissions, they are also imported along with the workflow.

If the workflow specified by the import file has the same name as one that already exists, you are asked if you want to overwrite it. If the import file includes one or permissions with the same keys as permissions which already exist, the existing permissions is not overwritten.

Note:

Workflows can only be imported successfully if they were exported from the same version of EDQ as you are using to import them.

Deleting Workflows

To delete a workflow, click on the name of the workflow and press the "Delete" button. You will be asked to confirm the operation before the workflow is deleted.

Note:

You can delete a workflow that is in use.