×

Have You Seen Workflow Lately? Click here to check out all the new features in the latest version.

Supercharge your GE solution! Download a free trial of Proficy Operations Hub, CSense analytics, and more. Learn more about the Proficy 2024 releases, by signing up for one of our upcoming events.

Home
eSOP
Client Layout Configuration for eSOP Users
Client Layout Configuration for eSOP Users
Workflow Designers and Task Builders interact with Workflow differently; therefore, the instructions to set up and access eSOP are different for each user type.
Linked Documents in eSOP
You can link documents or web sites in task steps.

Workflow Products Documentation

eSOP
- eSOP Orientation
- Client Layout Configuration for eSOP Users
  - Client Layout Configuration for eSOP Users
    Workflow Designers and Task Builders interact with Workflow differently; therefore, the instructions to set up and access eSOP are different for each user type.
    - General Controls
      When working in eSOP, it is important to save the work you do. If you do not want to save it, you can cancel it.
    - Task Editor Grid
      The Task Editor is a starting point for building tasks that will be used in running workflows. Using this editor, you create and manage the configuration data in the task you are building.
    - Basic Settings for Building Tasks
      The Task Editor is a starting point for building tasks that will be used in running workflows. Using this editor, you create and manage the configuration data in the task you are building.
    - Basic Settings for Building Task Steps
      The Task Editor is a starting point for building tasks that will be used in running workflows. Using this editor, you create and manage the configuration data in the task you are building.
    - Task Schedules in eSOP
      After you create a task, you can schedule it by designating the event that triggers it. If a task should be performed in response to more than one event, you can create multiple schedules for the task. You can also create a schedule without an associated triggering event, such as when you are configuring a task step for manual launch.
    - Task Emails in eSOP
      Email messages can be sent upon initiation and/or expiration of an overall task or individual task steps, as required.
    - Keywords in eSOP
      If the Workflow Designer has configured keyword properties for a task or task step, you view them on the Keywords tab.
    - Template Editor
      You use the Template Editor to associate a workflow with a template, customize preconfigured user controls, and indicate specific text to be replaced with live values during workflow run time.
    - Work Instructions
      The Work Instructions tab is where you can input detailed instructions for a person performing a task or task step.
    - Linked Documents in eSOP
      You can link documents or web sites in task steps.
    - Jumping Task Steps
      You can configure jumps for your task if, during run time, task steps need to be skipped or repeated.
- Design eSOP Workflows Overview
- Task Construction for Procedures
- Task Maintenance

Linked Documents in eSOP

You can link documents or web sites in task steps.

Insert More Documents

You can add more documents to a task step.

Attributes	Value	Description
Add Linked Doc	N/A	Click to add a document to a task step.
Delete Linked Doc	N/A	Click to remove a document from a task step.

Requirements for Linking Documents

Enter content into each field to configure documents that you want to link to a task step.

Property	Value	Description
Display Name	User-defined	Specifies a unique identifier for the document you are linking.
URL/UNC	User-defined	Displays the path to the document that you are linking. You can enter the full path, or select a document from a directory. You must always enter an absolute path. The following documents types are supported in Safari: .doc, .docx, .xls, .xlsx, .ppt, .pptx, .pdf, .jpg, .png, .gif Note: For URLs, you must enter `http://`.
Browse	N/A	Click to open the Browse window to locate a document.
Preview	N/A	Click to view the document or web site you inserted.