Workflow properties - Advanced

On the Advanced tab of the Workflow Properties, specify the following items for advanced functionality.

Roster

In the Roster list, you can optionally select an alternate roster that has been defined by your workflow system administrator.

Event log

In the Event Log list, you can optionally select an event log file that has been defined by your workflow system administrator.

Note: For both rosters and event logs:

You will generally work with your workflow system administrator to determine which roster and which event log should be specified for a workflow definition. Use of multiple rosters can help a workflow administrator to locate work items of interest more quickly. Use of multiple event logs can distribute the data over multiple logs and help a workflow administrator to find log information more quickly.
After the workflow definition is transferred to the workflow database, you cannot specify a different roster or event log for the workflow. The originally specified roster or event log is in effect for all versions of the workflow definition.
A workflow definition based on a previously defined (base) workflow inherits the event log and roster specified in the base workflow.

Condition identifier

In the Condition Identifier field, you can optionally enter an expression that will identify a specific work item at runtime. Click Expression Builder to select appropriate fields.
This value is used by the WaitForCondition system function to identify a specific waited-for work item. See About WaitForCondition processing. For example, in a workflow dealing with customer service, the expression might be a field containing a customer number.

Tip: For the Condition Identifier, do not use fields of type float because the exact value of a float is not guaranteed. If you use float fields, use two conditions to enclose the expected value (for example, when testing for 1, use '< 1.1' and '>0.9').

Deadline

In the Deadline field, you can optionally enter a number and choose the units (minutes, hours, days, weeks) to specify a time limit for the workflow to be completed, if appropriate. To specify a reminder, specify an amount of time prior to the deadline expiration.

The deadline indicates an amount of time relative to the time that the workflow was launched. If a reminder is set, the tracker assigned for this workflow will receive a reminder of the pending deadline.

Tip: Workflow participants do not receive notification of a workflow deadline. The tracker is notified if email notification is enabled. To enable workflow participants to receive notification of reminders and deadlines, specify deadlines and reminders for individual steps.

Enable email notification

You can enable or disable email notification for the current workflow definition. This sets the email notification for all workflows launched from this workflow definition. To change the email notification setting after the workflow definition has been transferred, you must open the workflow definition and enable or disable the email setting, then retransfer the workflow definition.

Include when Workflow Collection is transferred

When Include when Workflow Collection is transferred is enabled, the current workflow definition will be transferred when you click File > Transfer Workflow Collection. If you do not intend to transfer this workflow definition with the workflow collection, clear this option. (You might want to have a workflow definition for documentation purposes.) You can transfer this workflow definition separately by clicking Action > Transfer workflow.

Include when Workflow Collection is validated

When Include when Workflow Collection is Validated is enabled, the current workflow definition will be validated when you click File > Validate Workflow Collection. To exclude this workflow definition from validation, clear the check box. You can validate this workflow definition separately by clicking Action > Validate workflow.

Rules

If your system is configured for rules and you will use rules in the current workflow, specify rule sets to be run at particular steps in the workflow. (If your system is not configured for rules, the Rule Sets table is not displayed.)
The Rule Sets table displays all rule sets in the workflow definition: rule sets inherited from a base workflow and rule sets created in the current workflow. You cannot delete an inherited rule sets. See Workflow Preferences - Display to hide inherited items.
To configure rules for this workflow:
1. On the Workflow Properties Advanced tab, enter one or more rule set names in the Rule Sets table.
  When you transfer the workflow definition to the workflow system database, the rule sets you define will be passed to the Rules Listener. The Business Analyst defines individual rules that belong to the rule set and uses the available data fields.
2. You can optionally select the Asynchronous check box if the rule set will require more than a short time to execute—more than approximately one second. When the Asynchronous check box is selected, the rule set will be scheduled for background rules execution. Note that your system must be configured to allow asynchronous rules processing. This option has an impact on system resources.
  Otherwise, clear the Asynchronous check box to specify that the rule will execute in the normal manner.
When the rules-sets are defined, you can click Rule Usage to specify which steps will use that rule set and in what stage of the step the rule will execute. See Rule usage for additional information. As an alternative, you can specify a rule set in the step properties for each step that will use that rule set.

Tip: In the step properties, you can select rule sets and change the execution order. For information about specifying rules in the properties of the selected step see Activity steps - Rules (or the appropriate topic for other types of steps: Submap step, System step, and Component step).