Adding workflow support to applications

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Workflow actions or buttons are not included with any of the applications when you install them. In the Workflow Designer application, 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 use the Security Groups application to grant users security permissions to workflow actions. The workflow actions appear in the Security Groups application when 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 Action menus for an application:
    • Route Workflow
    • Stop Workflow
    • View Workflow History
    • View Workflow Assignments
    • View Workflow Map
    • Workflow Help
    • View Workflow Action Logs
    • View Workflow Specifications
  • Supplies the workflow options to all users in security groups with access to the target application.

Note that the Add Workflow to Applications action does not validate, enable, or activate processes.

Procedure

  1. From the Workflow Designer application, select the process record to which you want to apply workflow.
  2. Click the Add Workflow to Applications action.
  3. Save your changes.

Results

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