SOLUTION - PROGRAM MANAGEMENT - How to create new Workflow System.

Rahul. - Wednesday, December 14, 2011 10:59 AM:

Hi Frnds ,

I want to create an item that can rotate among few people,  for that i make an itemtype and take ECN's Lifecycle & Wokflow  (for testing purpose) as its lifecycle & Workflow respectively and save this itemtype. Then i create an instance of this itemtype and look for Workflow activity in owner's inBasket but there are no Workflow activites.

I want to know that what else i have to do for creating a successful workflow syatem.

Thanks in advance

Rahul.

AdamStrachan - Tuesday, December 20, 2011 7:47 PM:

I haven't dealt with the ECN item type, but I had a quick look and the ECN itemType has the ECN workflow set as default. This will make the workflow start when you create the item.

So there are two options for making a workflow start:

1. Set it as the default workflow for an itemType.

2. In the lifecycle map, add the workflow to a state, this will cause it the workflow to start on that item, when the item reaches that state.

Note: I wouldn't edit the ECN lifecycle, unless you're sure you don't want to use ECN's. I'd advise on trying to create a new lifecycle and workflow from scratch, it's the best way to learn how they work.

Rahul. - Tuesday, December 20, 2011 10:14 PM:

Thanks Adam for Reply,

I had already apply the first option (make workflow default for an itemtype) given by you, but i dont get your second point.

In Itemtype there is a tab for Lifecycle and there i set  ECN lifecycle.So if it is wrong then plz tell me that what i have to do to get workflow activities in *inbasket*..

And thanks for your advise, i will remember that.

Rahul.

AdamStrachan - Tuesday, December 20, 2011 11:55 PM:

OK, I just tested it out and it seems to work for me. The steps I followed were:

1. Create a new ItemType
2. Fill out the name etc.
3. Click the Life Cycles tab. Click New Relationship, select ECN.
4. Click the Workflows tab. Click New Relationship, select ECN. Click the default checkbox.
5. Click TOC Access tab.Click New Relationship, select Administrators.
6. Click Can Add tab. Click New Relationship, select Administrators. Click the Can Add checkbox.
7. Click the Permissions tab. Click New Relationship, select Default Access. Click the Is Default checkbox.
8. Click Save, Unlock & Close.
9. Look in the main menu, select TestItem (or whatever you called it).
10. Click new, then save the item.
11. Look in MyInbasket, you should have a Submit ECN activity.

Rahul. - Friday, December 23, 2011 9:47 PM: