Customizing the IDM Integration Workflows
You can use the advanced features on the IDM Document Workflows form, along with the Application Event System (AES) background tasks, to customize the predefined workflows or to add new document workflows.
These are some cases where you might want to edit or add a document workflow:
- Your users want to find POs based on the PO Contract number, so you want to add that as an attribute for search and retrieval of documents in IDM. You can add as an attribute any value that exists in the referenced IDO for the workflow.
- Your Purchase Order Reports form has a personalization that includes a new field, and you want to users to be able to filter on that field. The personalized report form still uses the standard background task name. In this case, you could append the property name of the new IDM attribute to the IDOPropertyList on the standard workflow record.
- Your invoicing document has been customized with a non-standard background task name. You want to use that background task in the workflow, instead of the standard name.
- You want to add a workflow for another report background task that is not in the current predefined list of workflows.
Use this process:
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