Specifying the properties of connector actions

Edit online

You use the Workflow Designer application to specify the action properties on individual connectors.

About this task

You can specify the following properties for a connection line:
Action
Used to specify an action to be performed. You use the Actions application to create actions.
Instructions
Used to indicate instructions to present to the user in a Complete Workflow Assignment or Manual Input dialog box.
Manual Input nodes
Positive connection lines should include instructions that label each option. For example, an option might indicate that the record meets a certain condition, or that an action is performed.
Task nodes
Positive connection lines should include instructions that indicate that the record will be approved, accepted, or a similar action. Negative connection lines should include instructions that the record will be canceled, rejected, or a similar action.
Positive
Read-only field used to indicate whether the connection line is a positive or negative connection.
Expression
Read-only unless the action line is coming from Manual or Interaction node. Specifies a SQL condition that evaluates record data to determine if the option defined on the Interaction node should be presented to the user. For example, you could have one or more conditional status change options that are displayed based on the status of the current record. You also can create conditions that evaluate data about the signed in user to determine if an option should be presented to them, for example, For example, the user's craft, skill level, or work group.
Custom Class
Read-only unless the action line is coming from Manual or Interaction node. Used to specify that a custom class file should be used to test the condition specified in the Expression field.
Notifications
Used to specify the notifications to generate when a record follows the connection line to the next node. You can use a communication template to create one or more notifications, or specify the subject, message, and role recipients manually. You might want to specify different notifications for positive and negative connection lines if different people must be notified depending on the path that the record follows.
Note: You can configure both nodes and connection lines to generate notifications. Avoid configuring a node and the connection lines exiting the node to generate duplicate notifications.
You can access the connector/node properties in one of the following ways:
  • Click the Properties button for the desired connector or node on the Process tab.
  • Double-click on the selected connector or node on the Canvas tab.
  • Right-click on the selected connector or node on the Canvas tab.

Follow the procedure to specify the properties of an action using Workflow Designer.

Procedure

  1. Select a process from the list with properties to be modified.
  2. In the Actions window of the Process tab, click Edit Properties.
  3. In the Action field, specify a value.
  4. In the Instruction field, type text to describe to the runtime user what specific action occurs for routing and manual inputs.
  5. Click Condition Expression Builder.
  6. Select the Custom Class check box to specify that a custom class file is used to evaluate the record.
  7. In the Communication Template field, specify a value.
  8. In the Send To field, specify a value.
  9. In the Subject field, type the subject of the notification email.
  10. In the Message field, type the message of the notification email.
  11. Click OK and click Save Process.