Settings – WF
Here in the Settings panel, you can integrate a workflow to any PANTHEON form and link it to different Datasets. These additional settings are optional.
Here, you can also change the default name (e. g. Workflow definition 1) that each workflow is assigned when created.
The form can be accessed on the Workflow Desing form by clicking the Settings panel.
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Icon
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The default icon ( ) of the workflow can be replaced by any icon from the Icon select window. The icon is used to create a shortcut to the workflow in the toolbar.
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Name
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The name of the workflow, which can be changed as desired.
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Note
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A longer description of the workflow, which can be changed as desired.
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Identify
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Identification code that is automatically created when a new workflow is created. The code can be changed as desired.
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This grid shows links between the workflow and a dataset on a specific PANTHEON form. Here, you set the conditions that will be used to automatically run the workflow.
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Name
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From the drop-down list, select the dataset for which automatic start will be enabled.
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HINT
The data of the desired form is only visible in the list if the form is open.
The name of the dataset can be retrieved on the PANTHEON form by pressing Ctrl+Shift+Q.
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Link
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From the drop-down list, select the form field specified in the Name field that you want to associate with the workflow. The value of this form field is checked as a condition for the automatic start of the workflow.
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Operator
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Select the operator to compare the values of the Link and Value fields.
You can select between the following operators from the drop-down list:
= equals
<> not equal
> greater than
>= greater than or equal
< smaller than
<= smaller than or equal
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Value
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Enter a value in the field to compare with the value of the linked form field (in the Link field) based on the operator selected.
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The list shows the links between the workflow and the buttons on PANTHEON forms. Linking the workflow to the button means that the workflow will start automatically when the defined action for the button is carried out.
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Name
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From the drop-down list, select the name of the button for which the automatic start of the workflow will be enabled.
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HINT
When inserting the name of the buttons to be integrated, the desired form where the button is located must be opened beforehand. The button name will then appear in the drop-down menu.
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Link
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The type of link or action is displayed, e.g. button click = Click.
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In this grid, you can set the form and the button where you want to integrate the workflow. Without a shortcut, you have to find and run the workflow from the workflow definitions register.
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Name
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From the drop-down list, select the form on which you want to integrate the shortcut to the workflow.
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HINT
When inserting forms to be integrated, the desired form must be opened beforehand. The form name will then appear in the drop-down menu.
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Wizard type
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Select the menu, in which the integration appears on the selected form: Wizard, Import/Export data or Reports.
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