Create a new workflow type
To make the workflow process available for a workflow document, you must create the workflow types that are used in the workflow configuration user interface (UI). This article describes how to create a workflow type in Application Explorer.
A workflow type defines the following information:
- The document that the workflow is used for
- Workflow categories, which are used to assign a workflow type to a specific module
- Tasks, automated tasks, approvals, and line item workflows that the user can configure
- Menu items and event handlers
Create a new workflow type
Follow one of these steps to open the Workflow wizard. The wizard will help you create a new workflow type.
- In Application Explorer, right-click the Business Process and Workflow node, and then select Add-Ins > Workflow type wizard.
- On the Project menu, select Add new item. In the Add new item dialog box, select Workflow type. Enter a name for the query, and then select Create.
Set the following values for the wizard.
Value Description Name Specify the name that will be used for the workflow type. Category Select the workflow category that will be used for the workflow type. The category determines the module that the workflow type is available in. You can use an existing category or a new category that you create. For more information, see Create a workflow category. Query Select the query that will access the table fields for the workflow document. For more information, see Create a query for a workflow type. Document menu item Select the menu item that points to the main page that shows the document that you're creating the workflow type for. Document web menu item Select the web menu item that points to the Enterprise Portal page that shows the document that you're creating the workflow type for. Specify the types of menu items that you want to create. You can create menu items, web menu items, or both.
Select Next. A list of all the resources that will be created for the workflow type is shown.
Select Finish to create the resources. The wizard creates classes, menu items, web menu items, the workflow type, and a project that contains all the items.
When dialog box appears that indicates the status, select OK. The project that contains the workflow type resources is shown.
After you create a workflow type, the next step is to create a workflow document class to expose document data for conditions. For more information, see Create a workflow document class.