The Workflow Management page is where an administrative user is able to view all of the workflows that have been created for the application. The IS Department, working with the business users, has created all of the necessary workflows. The IS Department will continue to work with the administrator when configuration changes are required. Some likely scenarios that may arise have been identified in the chart below.
# |
Description |
1 |
Add a new workflow |
2 |
Add steps to an existing workflow |
3 |
Remove steps from an existing workflow |
4 |
Add actors to a workflow step |
5 |
Remove actors from a workflow step |
6 |
Change the language of email notifications |
Screenshot: View a Workflow type:
Email notifications are sent as part of workflow actions. A user with access to Workflow Management page can modify the text of these emails and then implement the updated version. The following steps must be taken:
Locate the workflow step where the email is sent
An Action properties box should appear on the right
Click the box next to the Subject or Body to modify the text
Click Save after changes have been made
Implement the new email text by going to the Deploy menu item at the top of the page (Deploy >> Deploy)
The changes will only be made on the server, unless the workflow file is exported. To do so, go to the Tools >> Export menu item and save the xml file. This xml file represents the new workflow and should be added into Source Safe to be included with any other Insight instances.
Screenshots showing the steps above: