Documentum基础培训10Workflows.pptVIP

Workflows What is a Workflow? A workflow is a connected network of activities (activity instances) It defines who performs what and when What is a Workflow Template? Defines a workflow in terms of activities that must be performed by specific participants in the order specified by the template designer Is created and installed in the Docbase When executed, initiates a workflow Activities, Tasks and Packages A workflow consists of activities An activity consists of tasks A task consists of packages Workflow vs. Lifecycle Objects move through a lifecycle: Automatically using built-in workflows Manually using menu options in Desktop or Webtop Workflow System Components Create a Workflow Template Create a ‘Draft’ template Drag and drop activities Link activities with flows Inspect activities Add package(s) to flows Validate the template to eliminate process definition errors Install the template through Workflow Manager or Server APIs Launch Workflow Manager To launch Workflow Manager from Desktop Browse to /System/Desktop Client/Workflow Templates Right-click and select New Workflow Template. To launch the Workflow Manager applet in Webtop In Streamline view, click File New Workflow Template In Classic view, click New Workflow Template To launch Workflow Manager from the Start menu Click Start Programs Documentum Workflow Manager Start a Workflow from a Template Paul is ready to publish his Standard Operating Procedures document SOPs are required to be reviewed, edited, and approved To automate this process, Paul’s department has created a specific workflow template titled NLSWorkflow Start Workflow in Desktop and Webtop n Create a Workflow Instance In order to have his SOP document reviewed, edited and approved, Paul creates a new workflow from the NLSWorkflow template. Paul opens the workflow template Paul inserts the SOP document that he wants to send as a package in the workflow Paul includes notes with the package for the participant