Publish Workflow
- Andrew Aylesbury
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.
Publish
The Publish Icon is only enabled when the Request Template has been Mapped to an Online Form.
If the Request Template has been Mapped to an 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 |
|---|---|
| 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 |
|
| Request Template Status | The Status of the Request Template for the Workflow:
|
| Form Status | The Status of the Mapped Online Form:
|
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.
Form Mapping and Approval
A Request Template can be 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.
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