Defining basic settings for eWorkflows

In the Settings panel of the Workflow Design form, you can change the basic settings of the eWorkflow and link it to different forms in PANTHEON.

The form can be accessed from the menu Settings | Documentation | Workflow Design.

This chapter shows how to define the basic settings of an eWorkflow.

CASE SUMMARY The person responsible wants to find the eWorkflow Scan and import documents and change its name, description and link it to all PANTHEON forms. This is done as follows: Opening the eWorkflow Changing general information on the eWorkflow Linking the eWorkflow to all forms

1. Opening the eWorkflow

The person responsible uses the search engine on the Workflow Design form to find and open the eWorkflow Scan and import documents.

HINT For more information on how to search for eWorkflows on the form, see the chapter Searching in the Workflow definitions register.

Next, the person responsible modifies the general information on the eWorkflow.

2. Changing general information on the eWorkflow

On the left side of the form, the person responsible clicks the Settings panel.

Click the Icon: field opens the Icon select form.

On the left side, the person responsible selects the Documentation panel and then the icon with the code 110: .

Clicking the Select button confirms the icon selection.

In the Name field, the person responsible deletes the existing text and enters: Scan and import documents.

In the Note, field, the person responsible deletes the existing the text and enters: Scans, categorizes and imports documents to eDocumentation.

The person responsible saves the changes by clicking the (Post edit) button.

Next, the person responsible links the eWorkflow to all forms.

3. Linking the eWorkflow to all forms

In the Available on form section, the person responsible clicks the empty line in the Name column.

Clicking the (down arrow) icon on the right side of the field opens a drop-down list, where the person responsible selects <Any form>

In the same way, the person responsible selects Import/Export (I) from the drop-down list of the Wizard type field.

Pressing the down arrow key saves the line.

The changes made are immediately visible on all forms.

HINT You can also define an eWorkflow definition for a single form by entering the relevant form name in the Name field (e.g. "SifMS" for the Items register). The easiest way to find the form names is to use the Show object name functionality, which can be accessed from the form toolbar by clicking (Templates) | Form settings | Show object names.