Creating a Workflow Model

The following Workflow model example is to provide the BusinessPlus user with the basic capabilities of Workflow Designer.

The main learning objectives are as follow:

• Updating Workflow Designer Properties to create a basic Workflow model.
• Inserting a Task List Activity.
• Inserting an Email Notification with a customized HTML message.
• Approval provided by the Backup Administrator as Primary is out of office.
• Inserting Transitions.
• Inserting Error Handlers.

Define Workflow Model Properties

1. Open Workflow Designer -> Connect to the Data source -> Navigate to File Menu -> select "New."
2. Go to Edit -> select "Model Properties."
3. Next, we need to set up trigger type and subsystems information as we are seeking approval for Update of records.
4. Go to the Trigger Tab -> Enter Table Event -> Subsystem PE – Person Entity.
5. Table/Object "PENameMaster" -> event Accept.
6. Under the Tasklist tab -> Order By will be selected by Status, and group labels & URL fields will be left blank.

Inserting a Workflow Model Activity

1. The activity created for the basic Workflow model will contain the following information:
2. For the purpose of this Workflow model we will utilize the Group assignment. The exercise will provide a review of Workflow Group and provide the user with the basics of Primary/Backup approvers, Email Notification and out of office functions.
3. The first tab in the Activity Property basically defines the activity name and general information.
4. The Workflow Group Management function is configured in the Admin Console. After creating the Workflow Group, we will set the primary/backup user on Priority by Group. Group Workflow Out of Office Test will have Chris as Primary user and Craig as secondary.

Inserting Custom Email Notification & Out of Office Configuration

In this section, we will create an email activity with custom HTML Message.

1. Create another activity.
2. The Group will again be Workflow Out of Office Test.
3. Action for this activity is Email Notification.
4. Once the email notification action is selected, proceed with selecting the settings button.
5. For HTML settings, select the following:
6. Body – Custom E-mail Body.
7. Check Mark for Use HTML Format.
8. Included HTML message.
9. The default message subject/body will provide a Text base email notification.
10. The Recipients tab, for the purpose of this model the default will be used. However, please note that the user setting up the email activity can enter a manual list of email addresses. Moreover, the Attachments tab can include the following:
11. External File.
12. CDD Report.
13. Attachment Definition.
14. Process Output selection.
15. A third activity will be created; this is an email activity were the group would be set as Workflow OUT of Office Test and email action is E-Mail (Notify). Please note that in this activity the standard defaults will be selected for all recipients, subject and body of email.
16. At this point, the Workflow model should start taking shape and will look like the following:

Inserting Transition Lines

To insert the transition lines, hold the Shift Key + the main key of the mouse to drag and drop the location of the transition line. The pattern of transition will be the following:
Start Node -> A4 – OOF -> A3-Email Notification -> A2 – PE Table Test -> End Node.

Inserting Error Handlers

1. Go to -> Insert -> Select the three error handlers and add them to the Workflow model:
2. Not Accepted
3. Error
4. No Transition
5. The error handlers should transition from each Error Handler to the end node.
6. Now that the transitions and error handlers have been added, make sure the Workflow model is saved and properties for the model status is set to active. Failure to save or set a correct status would make the Workflow model unusable.