System administrators add entity operations.
Before you begin
Depending on how your system administrator customized your system, you might not
have access to this task. To obtain access to this task or to have someone complete it for you,
contact your system administrator.
About this task
Defining a new operation, for example, might add an operation
to recertify a person or account entity. You specify an approval workflow
that either approves or suspends the entity.
To add an operation
for an entity, complete these steps:
Procedure
- From the navigation tree, click .
The Manage Operations page is displayed.
- On the Manage Operations page, select
one of the following operation levels:
- Select Global level to define an operation
that is applicable to all entities and entity types. Global operations
do not implicitly affect any entities unless they are explicitly started
within entity type or entity level operations. Global operations can
also be called in a Lifecycle Rule.
- Select Entity type level to define
an operation at the entity type level. Select an entity type from
the Entity Type list.
- Select Entity level to override the
operations that are defined at the entity type level. Select an entity
type from the Entity Type list, and then select
an entity from the Entity list.
- Click Add.
The Add
Operation page is displayed.
- In the Operation Name field, Type
a name of the workflow operation that you want to define for the corresponding
system entity. To override an operation that is defined at the entity
type level, enter the operation name that you want to override, and
then click Continue.
The Define
Operation page is displayed, and the workflow designer Java™ applet is started.
- In the workflow designer, define the workflow process,
and then click OK.
To define an
operation workflow process, drag the design nodes from the node palette
onto the operation design space. Then, connect them with transition
lines. After you place a design node on the operation design space,
double-click the node to configure its properties. Make sure that
all the nodes are connected and all the required properties are set
for each node. Ensure that the transition condition is set for each
link.
Results
A message indicates that you successfully created an operation
for the specified level. Click Close.
What to do next
When the Manage Operations page is
displayed, click Refresh to refresh the Operations table
and display the new operation.