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eSOP
Design eSOP Workflows Overview
Design eSOP Workflows Overview
eSOP requires a person with expert knowledge in workflow development to design a workflow before a person with production-specific knowledge can construct task content for the workflow.
Fixed Templates
With fixed templates, the number of steps in the task cannot be increased from the pre-set amount; however, you can remove steps, add missing steps, and re-order the steps.

Workflow Products Documentation

eSOP
- eSOP Orientation
- Client Layout Configuration for eSOP Users
- Design eSOP Workflows Overview
  - Design eSOP Workflows Overview
    eSOP requires a person with expert knowledge in workflow development to design a workflow before a person with production-specific knowledge can construct task content for the workflow.
    - Add custom input panels to create dynamic tabs in the Task Editor
      Workflow designers can import a user control that has been designed using third-party software. This control enables additional customized configuration during the task construction phase that task builders use when configuring the final content.
    - Associate a workflow with a template
      Workflow Designers create workflows to be used as eSOP task templates. You must first define the workflow and configure the template options. Then, in Config Panels, you use templates for additional, custom configuration.
    - Associate a global subprocess with a task step template
      Workflow designers create global subprocesses to be used as eSOP task step templates. You must first define the workflow subprocesses and configure the template options. Then, in Config Panels, you use task templates for additional, custom configuration.
    - Define available keyword text substitutions during run time
      Keywords are derived from local variables and properties configured in a workflow. Keywords enable the creation of parameterized content, such as work instructions and email, with specific text replaced with live values during workflow run time. All specially delimited keywords in a document or text string are replaced with keyword values in a workflow at runtime.
    - Replace keyword text during run time
      You can use keywords to replace text in work instructions and email subjects and bodies. This text is replaced with keyword values in a workflow at run time.
    - Add custom configuration to a template
      Workflow Designers can specify additional custom configuration information for the selected template within the Template Editor.
    - Config Panel Editor
      You use the Config Panel Editor to create custom configuration panels. These panels are based on existing forms or user displays that have been created in Workflow.
    - Replace Keywords Activity
      You can use keywords to replace text in email subjects and bodies. This text is replaced with keyword values in a workflow at run time.
    - Update Work Instruction Keywords Activity
      This activity updates task step work instructions with current keyword values during run time.
    - Keyword Properties
      Keywords are derived from local variables and properties configured in a workflow. Keyword property values are substituted during run time.
    - Read Task Definition Activity
      You can use this activity anywhere within a workflow if you need to read a configuration that is specific for use with eSOP.
    - Read Task Step Definition Activity
      You can use this activity anywhere within a workflow if you need to read configuration that is specific for use with eSOP.
    - Sequential Templates
      Sequential templates have subprocesses that are aligned in a linear order and displayed top to bottom; that is, the task steps are all the same. As a result, no branching or looping subprocesses are available; however, you can jump between steps by configuring jump options, as well as move task steps around.
    - Parallel Templates
      In these template types, the workflow contains a Parallel activity, allowing for branched subprocesses.
    - Fixed Templates
      With fixed templates, the number of steps in the task cannot be increased from the pre-set amount; however, you can remove steps, add missing steps, and re-order the steps.
- Task Construction for Procedures
- Task Maintenance

Fixed Templates

With fixed templates, the number of steps in the task cannot be increased from the pre-set amount; however, you can remove steps, add missing steps, and re-order the steps.

Usage Restrictions

The following restrictions apply when using fixed templates:

If the number of steps in the task is more than the number of steps in the template, the task is invalid.
If the template is changed or edited, and the number of steps is less than the number of subprocesses, new steps are not added automatically. The user must add new steps to make the task compatible with the modified template. However, if you change a template to another template that includes no task steps, steps are added automatically.

Note: If the steps in the fixed template do not match the corresponding subprocesses in the template workflow (that is, they have been moved, added, or deleted), the task steps in the Task Editor are highlighted in yellow. If the linked steps no longer exist in the corresponding template workflow, the task steps are highlighted in red.