The actions available at each step in a workflow are configurable as methods related to the step class. The same action can be configured on two different step classes using two similar methods with different display as text. For example, the Accept action would be displayed as “Approve” on an approval step and as “Completed” on a work assignment step. Step actions are only applicable to interactive steps that appear in the user's To Do List.
The methods in the following table are delivered and related to the step classes listed in the three right most columns. The methods are accessible from steps in three GUI components: To Do List, Update Workflow, and View Workflow. There are no methods for non-interactive steps, such as Sign Off.
Action |
Method |
Step class |
||
---|---|---|---|---|
Info |
Assignment |
Approve |
||
Update Step Duration |
StepUpdateDates |
X |
X |
|
Update Step Description |
StepUpdateDesc |
X |
X |
|
Update Step Recipients |
StepUpdateRecip |
X |
X |
X |
Claim Workflow Step |
WFClaim |
X |
X |
|
Completed |
WFStepCompleted |
X |
||
Reassign (Desktop Client) |
WFStepReassign |
X |
X |
|
Reassign (Web Client) |
WFMultiStepReAssign |
X |
X |
|
Unable to complete |
WFStepUnableToComplete |
X |
||
Acknowledge |
WFStepAcknowledge |
X |
||
Approve |
WFStepApprove |
X |
||
Reject |
WFStepReject |
X |
||
Add Recipient |
AddRecipient |
X |
Methods are attached to a step class using drag-and-drop operation in the Desktop Client.
New methods can be created by selecting New > Administration > Method in the Desktop Client.