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Overview
Publishing a Workflow enables Users to submit Forms to generate a Request and initiate the process.
Draft (not published) Workflows are not available to Users.
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Publish
The Publish Icon is only enabled when The the Request Template has been Mapped to an Online Form.
If the Request Template has been Mapped to a Forman Online Form the Mapping Icon will be colored GREEN.
If a Workflow has been Published the Publish Icon will be colored GREEN.
Click the Publish Icon to display the Publish Workflow window.
No fields can be edited.
FIELD DESCRIPTIONS
Field | Description |
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| Request Name | The name of the Request for the Workflow. |
| Process | The Process for the Workflow. This information is associated with Processes managed in |
the Process menu. | |
| Request Template | The Request Template for the Workflow. This information is associated with Process Templates managed in |
the Process menu. | |
| Client | The Client for the Workflow. This information is associated with Clients managed in the Client menu. |
| Form | The Online Form Mapped for the Workflow. |
Form Preview |
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| Request Template Status | The Status of the Request Template for the Workflow:
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| Form Status | The Status of the Mapped Online Form:
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Clicking Publish will Publish the Workflow.
Form Preview
Displays the Mapped Online Form as a preview in a new Browser Tab.
Approve Form
Clicking Approve will Approve the Online Form.
Only an Approved Form can be Published with a Request Template.
Unpublish
Click the Publish Icon to display the Publish Workflow window.
No fields can be edited.
Clicking Unpublish will Unpublish the Workflow.
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A Request Template can be mapped Mapped with one Form. Only an Approved Form can be Published with a Request Template. Unapproving an Online Form will Unpublish the Workflow. Disabling an Online Form will Unpublish the Workflow. See Online Forms for more information. |