Specifying generic information for an activation policy

  1. In the Activation Policies modeling page, click Add to display the Activation Policy detail page.
  2. Specify this information:
    Name
    Specify a unique name that identifies the activation policy. The name must contain the characters a-z, A-Z, 0-9 and _ (underscore). The maximum length is 255 characters. Multi-byte characters are not supported in the name of an activation policy.
    Note: Activation policies and monitors are similar entities for the runtime engine. Therefore the activation policy names must differ from the monitor names.
    Description
    Specify a description for the activation policy.
    Policy Type
    Select one of these types:
    • Start Workflow

      Select this type if the policy must start a workflow.

      A workflow instance is started each time a document is received for which the activation policy rule evaluates to True. By default, if a workflow instance is already running when an update of the same document is received, the document update is ignored. To cancel the running instance and restart the workflow for a document update, select Cancel running Workflow.

    • Cancel Workflow

      Select this type if the policy must cancel a workflow.

      When a document is received, a workflow instance started by another activation policy might be running. If so, and the rule of the activation policy of the Cancel Workflow type evaluates to True, this workflow instance is canceled.

    Workflow
    Select the workflow definition that the activation policy must start or cancel.
    Tenant
    Select the check box and specify the tenant name for which this activation policy should work.