User Defined Workflows

You can use this function to create user-defined workflows if the predefined workflows do not meet your needs.

To create your own workflow, start by defining your main groups, and then define the actions you want to apply to them. After that, you define the main groups you want the overall workflow to consist of. Finally, give the workflow a name and save it, then activate it in Personal Defaults.

The most frequently used menus in IBM® Cognos Controller are linked to their own icons, which means that the workflow can describe the action in images as well as text. If you do not define an icon for a particular action, a default icon will be used automatically.

You can create your own icons, which you can then use for main groups in the workflow. Save these icons in .bmp format, size 43 * 43 pixels.

Procedure

  1. On the Maintain menu, click Workflow Configuration/Define. The Define Workflow Configuration window opens.
  2. Click the New button. All fields are cleared for entry.
  3. In the Code text box, enter the workflow or sub workflow code. The code must be an integer greater or equal to 100000.
  4. Select the Top Level check box to indicate that the workflow represents a main workflow, containing sub workflows. The top level workflow is selected in Personal Defaults.
  5. In the Name - Group and Name - Local text boxes, enter a description of the workflow or sub workflow in the group and local languages.
  6. In the Image drop-down list box, select the image you want to associate with the workflow or sub workflow. You cannot associate an image with a main workflow.
  7. If you are defining a main workflow, select all sub workflows in the Available list box that you want to include in the main workflow and click the right arrow to move them to the Selected list box. All defined sub workflows are located at the bottom of the Available list box.
  8. If you are defining a sub workflow, select all menus in the Available list box that you want to include in the sub workflow and click the right arrow to move them to the Selected list box.
  9. Click Save.

Results

  • To define which workflow to display in the main program window, open Personal Defaults, Workflow (3) tab.
  • If you are using a predefined system workflow, there are no predefined local names. If you want to enter local names, save the predefined workflows as a user defined workflow and enter local names.