Visualizza wikitesto di Workflow configuration steps - Creation and basic settings

== List management and creation ==

The list of ''[[glossary|workflows]]'' and functionalities to update and create new ''[[glossary|workflows]]'' are by default made available, by default, at the following menu entry: '''''General/WorkFlow/WorkFlow Engine'''''. The list of available ''[[glossary|workflows]]'' appears as in the screen below.
[[File:Workflow list screen.JPG|left|thumb|840x840px|Workflows list screen]]

In the screen some commands are made available by means of specific buttons:

{| class="wikitable"
! Command !! Performed functionality
|-
|'''DELETE''' || Deletes one or more selected ''[[glossary|workflows]]''. 
 
|-
| '''CHANGE STATUS''' || TO BE CHECKED
 
|-
| '''ADD NEW''' || Adds a new ''[[glossary|workflow]]''.
 
|-
| '''COPY''' || Copy the selected ''[[glossary|workflow]]''.

|-
| '''FILTER''' || Enables to filter the list of ''[[glossary|workflows]]''.

|-
| '''DROP FILTER''' || Removes any previously applied filter to the list of ''[[glossary|workflows]]''.

|-
| '''PRINT LIST''' || Prints the listed [[glossary|workflows]].

|}
The '''CHANGE STATUS''' command allows to change the status of the <u>Status</u> (see [[#Basic settings|Basic settings]]) of the ''[[glossary|workflow]]'' for one or more selected at the same time.

== Basic settings ==
After creating a new workflow with the ADD NEW command, it is possible to complete its basic configuration by editing the following screen.
[[File:Workflow general screen.JPG|left|thumb|840x840px|Workflow General screen]]

The following fields can be managed:

{| class="wikitable sortable"
! Field !! Purpose !! Comments

|-
| <u>Code</u> || The identifier of the ''[[Glossary|workflow]]''. || Automatically assigned.

|-
| <u>Status</u> || The status of the ''[[glossary|workflow]]''. || The default status at creation time is "Provisory". When the mandatory settings are defined, the ''[[glossary|workflow]]'' can be set to "Active". In this status it can be executed. Finally, it can be set to "Inactive" if all instances of the ''workflow'' are closed. Only ''[[glossary|workflows]]'' in <u>Status</u> "Active" can be created and executed. The system warns if there are constraints avoiding the change of status with a message.

|-
| <u>Creation User</u> ||  The ''[[glossary|user]]'' who created the ''[[glossary|workflow]]''.
|| Automatically assigned.

|-
| <u>Edit User</u> || The ''[[glossary|user]] ''who last edited the ''[[glossary|workflow]]''. || Automatically assigned.

|-
| <u>Creation Date</u> || The creation date of the ''[[glossary|workflow]]''. || Automatically assigned.

|-
| <u>Edit Date</u> || The last edit date of the ''[[glossary|workflow]]''. || Automatically assigned.

|-
| <u>Associated Entity</u> || To identify the type of ''[[glossary|workflow]]'' which will be configured. || The available values are "Knowledge", "News", "Project/Service" and "Ticket". 
The "Knowledge" value shall be selected to design and implement ''[[glossary|workflow]]''(s) for publishing ''[[glossary|knowledge]]'' in ''[[glossary|knowledge portal]]''(s). The "News" value shall be selected to design and implement ''[[glossary|workflow]]''(s) for publishing ''[[glossary|news]]''. The "Project/Service" value shall be selected to design and implement ''[[glossary|workflow]]''(s) intended to manage the information of ''[[glossary|project]]''s or ''[[glossary|service]]''s. "Ticket" shall be selected for all other ''[[glossary|workflow]]''s.

|-
| <u>Ticket Type</u> || This field defines the ''[[glossary|ticket type]]'' to which the ''[[glossary|workflow]]'' applies. || This is a mandatory field. Only one ''[[glossary|workflow]]'' can be created for a specific ''[[glossary|ticket type]]'' - ''[[glossary|project]]''/''[[glossary|service]]'' (see <u>Project/Service</u> field).

|-
| <u>Projec/Service</u> || One or more ''[[glossary|project(s)]]'' or ''[[glossary|service(s)]]'' to which the ''[[glossary|workflow]]'' applies. || At least one'' [[glossary|project]]/[[glossary|service]]'' shall be selected to create a ''[[glossary|workflow]]''.

|-
| <u>Description</u> || A textual description of the ''[[glossary|workflow]]'' (e.g. aim and other details). || 

|-
| <u>WF Sender</u> || The mailbox configuration from which the the ''[[glossary|messages]]'' related to the ''[[glossary|workflow]]'' will be sent. || The possible mailboxes are defined in the ''[[glossary|company]]'' settings ('''''General/Company/Company Info'''''), in the ''<u>Mail Options</u>'' tab.

|-
| <u>Resource Allocation Mode For Transition Rule</u> || This sets the mode to manage new ''[[glossary|resources]]'' for the ''[[glossary|workflow]]'' when they are added to the system. || If "Dynamic" is selected, a new ''[[glossary|resource]]'' is automatically added (enabled) to the ''[[glossary|workflow transitions]]'' based on his/her ''[[glossary|application level role]]'' and the'' [[glossary|workflow]]'' configurations for them. If "Static" this won't be done and no authorization will be granted concerning ''[[glossary|application level role]]'' ''[[glossary|workflow transition]]'' rights configuration when a new ''[[glossary|resource]]'' is added.

|-
| <u>Show Short Description on Ticket Tab</u> || If enabled, the short description of the of the ''[[glossary|workflow]]'' is displayed in the form of the ''[[glossary|ticket]]''(s) opened on it. || 

|-
| <u>Related Ticket View</u> || Sets the ''[[glossary|view]]'' which is used in the ''<u>Ticket</u>'' form/tab of ''[[glossary|ticket]]''(s). || 

|-
| <u>Related Ticket Tab Preview</u> || Sets the ''[[glossary|view]]'' which is shown when  the ''<u>Ticket</u>'' form/tab info of ''[[glossary|ticket]]''(s) is activated. ||

|}
The '''MANAGE SETTINGS FOR PROJECTS/SERVICES''' command allows to configure some settings for one or more ''[[glossary|project(s)]]''/''[[glossary|service(s)]]'' related to the ''[[glossary|workflow]]'' as those configured for a master ''[[glossary|project]]''/''[[glossary|service]]''. Configurations which can be set separately are those defined for the master and concerning ''[[glossary|transitions]] ''(''[[glossary|roles]]'', ''[[glossary|resources]]'' and ''[[glossary|VCE conditions]]'' settings), outbound ''[[glossary|notifications]]'' (''[[glossary|roles]]'', ''[[glossary|resources]]''), ''[[glossary|workflow notifications]]'' and ''[[glossary|MDMM]]'' definitions.

The '''EXPLORE WORKFLOW''' command allows to graphically explore how the ''[[glossary|workflow]]'' is configured as a results of its settings.

The '''EXPORT''' command allows to export the ''[[glossary|workflow]]'' settings for backup and/or later import. Specifically, the privileges configuration for ''[[glossary|workflow transition]]''s are saved in an excel file for each ''[[glossary|workflow status]]''.