Creating a custom workflow flow

These are some basic requirements for creating a new custom workflow:

  • An exception node is required. Mark the node as an exception node by selecting Exception for the node and clicking Update.
  • A default value is required for the submission message. You can specify a value and click Update.
  • A start node is required. Mark the node as a start node by selecting Start for the node and clicking Update.
  1. Select Maintenance > System Administration > Toolkit > Form Studio > Workflow Flow.
  2. Click Create New Entry.
  3. Specify this information in the Details area:
    Name
    Name of the workflow. This is a required field.
    Description
    A description for the workflow.
    Immediate
    Select this check box to trigger the workflow immediately after submitting the form that is associated with the workflow. For example, the Employee Loan Cancellation workflow. If your workflow starts a Job Scheduler task, then do not select this check box.
    Accepted Type
    This defaults to BOForm when the workflow is created.
  4. Specify this information in the Submission Message area:
    default
    The default message that is displayed to the user when the form associated with this workflow is submitted. This is a required field.

    You can also specify messages for the locales available in your deployment of WFM. You can set multiple locales.

  5. Click Update to save your changes.
  6. In the Flow area, select an action to include in the workflow and click Add Node.
  7. Select the node that you added to display the Details area for the node.
  8. In the Details area for each node, you can specify this information:
    Start
    Select this check box for the first node in your workflow which is the starting point for the workflow. A starting node is a requirement for a valid workflow. The node displays as green if this check box is selected.
    Exception
    Select this check box for the exception node in your workflow. An exception node is a requirement for a valid workflow.
    Validation End
    Select this check box to ensure that when immediate validation is selected, the exception is displayed to the end user on the form. This assumes that the code within the Validation Node is written to throw an exception on failure or error condition. The error message within the exception is visible in the form submission window and the user can return to the form and fix the error.

    This check box also ensures the business object XML is saved into the database after the validation is performed. If you do not select this check box, the business object XML is put into the database first and then performs the validation.

    You can also modify the properties that are available for the node you select.

  9. Click Update to update the values for the node or Delete to delete the node.
  10. To add a branch for a node, select the node where you can start the branch and click Add Branch.
  11. Select the target node for the branch.
  12. Select the branch you created to display the Details area for the branch.
    Specify this information:
    default
    The default localized text for the branch.

    You can also specify localized text for the locales available in your deployment of WFM.

  13. Click Update to update the values for the branch or Delete to delete the branch.
  14. After you are satisfied with your workflow and have satisfied all the requirements, click Save to save the workflow.