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Workflow Products Documentation

Building and Configuring Workflows
- Workflow Design Basics
- Workflow Foundations
- Task Management for Administrators
- Task Configuration
- Task Step Configuration
  - Task Step (Subprocess) Configuration
    A subprocess is part of a user-defined process in a workflow.
    - Properties for Subprocesses
      You can use properties to further define the resource you are configuring.
    - Scope Definitions
      The scope of a property, as well as the location of the activity that it is defined on in a workflow, determines if it can be referenced or accessed by a workflow bind.
    - Limits for Subprocesses
      There are restrictions to the elements that comprise a workflow. These limits ensure a quality functioning workflow.
    - Subprocess Configuration Panel-Within the Subprocess
      When you are inside a subprocess, you can configure attributes that are specific to the subprocess. You can access the internal subprocess from the Workflows folder, or from the Subprocesses folder, in the Workflow model.
    - Enable Property
      Enabled is a read/write property that can be read from and written to at run time.
    - Manual Start Property
      When the Manual Start property is set to True, the subprocess requires operator interaction to begin execution.
    - Visible Property
      When the Visible property is set, the corresponding task step will appear in the Task List during run time.
    - Subprocess Group Property
      You can use the Subprocess Group property treat similar subprocesses as a group.
    - Task Step Assignments
      Task steps assignments include routing the task steps of a subprocess (or portions of a workflow) to a location or personnel resource depending on the requirement of the workflow.
    - Acquire Task Steps
      You can set task steps to be automatically acquired by another person or machine during the execution of a workflow.
    - Enable and disable a subprocess
    - Task Step Configuration
      Under the Task Step Details tab in the Subprocess Configuration Panel, you can input or attach more information related to a workflow that helps a user perform task steps in the Task List and/or Task Management.
    - Task Step Name
      Task Step Name is a general read property that is available at the subprocess level.
    - Set a subprocess task step to expire
      You can set an expiration date and/or time for subprocess task steps when a workflow is running.
    - Add and configure subprocess linked documents
    - Remove a subprocess linked document
    - Add a resource to the workflow model
      To configure resources and to develop a workflow, you must first add resources to the workflow model.
    - Add a registry patch
    - Highlight Color
      Highlight Color is a general writable property that you can use to emphasize a task or task step during run time. When viewing these tasks during run time, you will observe a bar of color on the task that you set a color against.
    - Configuring Electronic Signatures
      To include a signature with a task/task step action or a form, add personnel with the authority to sign and verify forms. By default, all signatures are configured at the workflow level.
    - Automatic Task Step Selection
      Auto Select is a read property that is available at the subprocess level. You can set a task step to be selected automatically in the Task List during run time by configuring client methods or workflow activities with the Auto Select feature.
    - Interface Layout Options for the Task List
      Task Step Views allows you to preconfigure the interface visible to operators when a Task List is running.
- Global Subprocesses
- Basic Activities
- Schedules
- Faults
- Test Workflows
- Debug Workflows
- Track Data
- Web Services Service Provider
- Legacy Workflow Web Service
- Categories
- Completion Codes
- Actuals
- REST APIs

Add and configure subprocess linked documents

Before you begin

Tip:

Mobile-sized Task List only: To view Microsoft Office 2007 and later documents inside an Internet Explorer browser window, add a registry patch.
Web Task List only: To open embedded documents, set the URI for each link to an absolute path, save documents in a folder on a server, and give the folder share permissions.

Note: A resource must already have been added in order to select it from this list. For more information, see Add a resource to the workflow model.

Procedure

In the navigator, click Workflow.
In the Folders list, select a resource type, such as Workflows, Subprocesses, Schedules, User Activities, Categories, Completion Codes, Faults, or Filters.
In the resource type list, select a resource.
In the Displays panel, click Workflow Management > Workflow Editor.
From the subprocess configuration panel, click the Task Step Details tab.
In the Linked Documents area, click Add.
In the Name field, enter a unique name for the file or web site you are attaching.
The default entry is LinkedDocument1, and so on.
In the URL/UNC Text field, enter the text that will be displayed to the user when the task is running
In the URL/UNC field:
- Click the ellipsis button to open the Browse window to attach a document.
- Enter the absolute path or full web site address for the document you are attaching.
In the Visible field, click the first arrow, and then select either True or False.
If required, create an expression or perform a bind to set parameter values.
To view the document or web site, click Preview.
Click Save.