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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 supports
- Workflow categories, which you use to assign a workflow type to a specific module
- Tasks, automated tasks, approvals, and line item workflows that you can configure
- Menu items and event handlers
Create a new workflow type
Follow one of these steps to open the Workflow wizard. The wizard helps 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 for the workflow type. Category Select the workflow category for the workflow type. The category determines the module that the workflow type is available in. You can use an existing category or create a new category. For more information, see Create a workflow category. Query Select the query that accesses 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 for the workflow type. Document web menu item Select the web menu item that points to the Enterprise Portal page that shows the document for the workflow type. 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 the wizard creates 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 the dialog box appears that indicates the status, select OK. The portal shows the project that contains the workflow type resources.
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.