Work on workflows
To complete a workflow, you add workflow activities, validate the workflow, and publish it.
Antes de Iniciar
Role required: snc_required_script_writer and either workflow_creator or workflow_admin.
Add a workflow activity
Activities determine the functionality of the workflow.
Antes de Iniciar
Por Que e Quando Desempenhar Esta Tarefa
When they are created, all workflows contain Start and End activities.
For more information, see Workflow activities.
Procedimento
- Open a workflow.
- Check out the workflow.
- Drag a workflow activity from the Activities menu into the workflow body.
- Populate the Workflow Activity form that appears.
Validate a workflow
You can manually validate a workflow from the Workflow Editor. You can generate a workflow validation report from the Workflow Version form.
Antes de Iniciar
Por Que e Quando Desempenhar Esta Tarefa
Running a workflow on a new node automatically attempts to validate the workflow. If validation is successful, the system updates the workflow version record to indicate the workflow has been validated and marks the record as updated by the user who ran the workflow.
Procedimento
Publish a workflow
When a workflow is complete, publish the workflow so that it is available to all users.
Antes de Iniciar
Role required: snc_required_script_writer and workflow_admin, workflow_creator, workflow_publisher, or admin
Por Que e Quando Desempenhar Esta Tarefa
To publish a workflow:
Procedimento
- Navigate to .
- Open the workflow that you want to publish.
- In the title bar, click the menu icon and select Publish.
Resultado
If you published a new version of workflow, the changes are not applied to running workflow contexts. Any currently running workflow context continues using the workflow version that was available when the workflow started. The next time the workflow runs, it uses the new version.
Determine whether a workflow can run
A workflow can run only if a checked out version is available to the user who has it checked out, and a valid, published version is available for all users with permission to run it.
Antes de Iniciar
Procedimento
Edit a published workflow
You can edit a published workflow after you check it out.
Antes de Iniciar
Por Que e Quando Desempenhar Esta Tarefa
To check out a workflow:
Procedimento
O que Fazer Depois
Copy a workflow between two application scopes
Application scoping protects applications by identifying and restricting access to application files and data. You can copy a workflow created in one application scope (for example, Test) to another (Production) as needed.