Adding workflow support to applications

Workflow actions or buttons are not included with any of the applications when you install them. You can add the workflow actions and buttons to an application without activating a process. For example, you can make the actions and buttons visible for user training. You can also create customized toolbar buttons before activating a process.

Before you begin

Users are not automatically granted access to workflow actions. An administrator must grant users security permissions to workflow actions in the Security Groups application. The workflow actions appear in the Security Groups application after you add workflow support to an application. You can grant users access to actions before you activate a process.

About this task

When you add workflow support to applications, the product performs the following tasks:

  • Adds the Add a Route button to the application toolbar. To customize this button, click Edit Workflow Go Buttons.
  • Adds the following workflow-related actions to the Select Action menu for an application:
    • Route Workflow
    • Stop Workflow
    • View Workflow History
    • View Workflow Assignments
    • View Workflow Map
    • Workflow Help
  • Supplies the workflow options to all users in security groups with access to the target application.

The Add Workflow to Applications action does not validate, enable, or activate processes.

Procedure

  1. From the List tab of the Workflow Designer application, select the process record to which you want to apply workflow.
  2. From the Select Action menu, select Add Workflow to Applications.
  3. Save your changes.

Results

The Add Workflow Support to Applications window displays. If an application does not support Workflow, the Add Support checkbox displays. You can clear the Add Support checkbox for an application if you do not want to add workflow support to it.