Workflow Process

Overview

According to organization's needs users can define to have more than one Workflow Process related to a Workflow Process Context (E.g. Request for Proposal, Expression of Interest, etc. for Procurement Document) in case users want to define a different workflow behavior for each of them.

 

Navigation 

Admin ► System Security ► Workflow ► Workflow Processes

 

Workflow Process screen Fields and Tabs

FieldDefinition
CodeUnique identification code of the Workflow Process.
ContextReference to the Workflow Context Process.
Longest DurationDisable in insert mode. Auto-generated by the system.
Timing UnitDisable in insert mode. Auto-generated by the system.
Discriminator Property ValueSelect one value from the list. This list is filtered based on the Discriminator Property Entity selected in the Workflow Process Context, if applicable.
Workflow User Assignment ProviderName of User Assignment Provider to be used by the Workflow for this Workflowable entity.
DescriptionShort description of the Workflow Process
Stage TabThis tab contains all the available states for a particular process/document which are part of the finite state machine.
Transitions TabThis tab is used to create a link between two stages, creating all the available transitions of the finite state machine associated with the Workflow Process; this is a key entity within the Workflow Engine.
Transition Validation Rules TabThis tab contains the validation rules to be applied for a specific transition, the validation rules can be applied to both manual and automatic transitions.
Timing Alert Classifications TabThis tab contains the color alert classification given to a Workflow Process based on the time expected to be resolved for each transition or action. This time interval might be different for each document or process type and can be represented in any time measure (days or hours usually) depending on the customer and business needs. This classification must be configured at the beginning of the installation before populating other workflow metadata entities, and the number of alert colors defined is unique for all documents or process types.